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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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 |
|---|---|---|---|
| 2025-09-30 | $189k | 12k | 15.48 |
| 2025-06-30 | $172k | 12k | 14.07 |
| 2025-03-31 | $185k | 12k | 15.16 |
| 2024-12-31 | $177k | 12k | 14.47 |
| 2024-09-30 | $166k | 12k | 13.57 |
| 2024-06-30 | $173k | 12k | 14.14 |
| 2024-03-31 | $180k | 12k | 14.68 |
More positions owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
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