Advertisement
Screener

Trinity Financial Advisors LLC Last Quarter Change: Foreign Preferred Shares, Sold Out

Trinity Financial Advisors LLC quarter change: Foreign Preferred Shares, Sold out

In preferred shares (depositary receipts and foreign shares traded over the counter), from the quarter ended 2026-03-31 to 2026-06-30, Trinity Financial Advisors LLC opened 0 positions, added to 0, reduced 0, sold out of 0 and left 0 unchanged.

Two Form 13F-HR filings compared (SEC CIK 1809574): 2026-03-31 (filed 2026-04-07) and 2026-06-30 (filed 2026-07-06). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.

No position of this class changed this way between the two filings.

Similar Firms

Firm NameCountry13F ValueHoldings
Alaethes Wealth, LLCUnited States$0.351B124
COLTON GROOME FINANCIAL ADVISORS, LLCUnited States$0.351B137
Cypress Capital, LLCUnited States$0.351B95
Enavate Sciences GP, LLCUnited States$0.352B7
HTG Investment Advisors, Inc.United States$0.352B85
Legacy Wealth Management, LLC / MSUnited States$0.351B106
FIDUCIARY FAMILY OFFICE, LLCUnited States$0.351B179
Vision Retirement, LLCUnited States$0.352B649
PhiloSmith Capital CorpUnited States$0.351B58
Spider Management Company, LLCUnited States$0.351B5