Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q3 2015 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
SCHWAB STRATEGIC TR | 20 | Q3 2023 | 5.9% |
SCHWAB STRATEGIC TR | 20 | Q3 2023 | 8.2% |
MAIN STREET CAPITAL CORP | 20 | Q3 2023 | 6.2% |
APPLE INC | 20 | Q3 2023 | 3.7% |
MICROSOFT CORP | 20 | Q3 2023 | 3.7% |
VANGUARD WORLD FDS | 20 | Q3 2023 | 4.3% |
WASTE MGMT INC DEL | 20 | Q3 2023 | 3.1% |
VISA INC | 20 | Q3 2023 | 2.4% |
CHEVRON CORP NEW | 20 | Q3 2023 | 3.8% |
HOME DEPOT INC | 20 | Q3 2023 | 3.0% |
View Trinity Legacy Partners, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
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 |
13F-HR | 2022-04-13 |
13F-HR | 2022-01-13 |
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.