Annex Advisory Services, LLC, d/b/a Annex Wealth Management »

Trinity Cap shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management

Quarter-by-quarter ownership of Trinity Cap (TRIN) shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management from 13F filings

Historical chart of Annex Advisory Services, LLC, d/b/a Annex Wealth Management investment in Trinity Cap

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All positions including Trinity Cap held by Annex Advisory Services, LLC, d/b/a Annex Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Trinity Cap by Annex Advisory Services, LLC, d/b/a Annex Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $166k 12k 13.57
2024-06-30 $173k 12k 14.14
2024-03-31 $180k 12k 14.68