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CIK 0001685364 • 6 13F filings • Apr 10, 2025 – Jul 7, 2026
Import this data to Google Sheets with:
=jivedata("trinity-wealth-management-llc-0001685364-filer","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).
Past 5 quarters
| 13F-HR |
| 0001085146-25-005828 |
| $266.7M |
| View |
| Jul 7, 2026 | Q2 2026 | 13F-HR | 0001685364-26-000004 | $315.2M | View |
| Jul 11, 2025 | Q2 2025 | 13F-HR | 0001085146-25-003745 | $252.0M | View |
| Apr 17, 2026 | Q1 2026 | 13F-HR | 0001685364-26-000002 | $272.3M | View |
| Apr 10, 2025 | Q1 2025 | 13F-HR | 0001085146-25-002035 | $219.0M | View |