| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2011 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SCHWAB STRATEGIC TR | 23 | Q2 2024 | 5.9% |
| SCHWAB STRATEGIC TR | 23 | Q2 2024 | 8.2% |
| MAIN STREET CAPITAL CORP | 23 | Q2 2024 | 6.2% |
| APPLE INC | 23 | Q2 2024 | 3.7% |
| MICROSOFT CORP | 23 | Q2 2024 | 3.7% |
| VANGUARD WORLD FDS | 23 | Q2 2024 | 4.3% |
| WASTE MGMT INC DEL | 23 | Q2 2024 | 3.1% |
| VISA INC | 23 | Q2 2024 | 2.4% |
| HOME DEPOT INC | 23 | Q2 2024 | 3.0% |
| CHEVRON CORP NEW | 23 | Q2 2024 | 3.8% |
View Trinity Legacy Partners, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-09-03 |
| 13F-HR | 2024-08-14 |
| 13F-HR | 2024-04-24 |
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-10-11 |
| 13F-HR | 2023-07-10 |
| 13F-HR | 2023-04-06 |
| 13F-HR | 2023-01-09 |
| 13F-HR | 2022-10-12 |
| 13F-HR | 2022-07-12 |
View Trinity Legacy Partners, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.