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Trinity Cap shares owned by Forum Financial Management

Quarter-by-quarter ownership of Trinity Cap (TRIN) shares owned by Forum Financial Management from 13F filings

Historical chart of Forum Financial Management investment in Trinity Cap

Tip: Access up to 7 years of quarterly data

All positions including Trinity Cap held by Forum Financial Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Trinity Cap by Forum Financial Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $234k 16k 14.65

More positions owned by Forum Financial Management

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr 10-20 Yr Trs Etf (TLH)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Global Real Est (DFGR)
Dimensional Etf Trust Global Core Plus (DFGP)
Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Intl Small Cap V (DISV)
Dimensional Etf Trust Intl High Profit (DIHP)
Amgen (AMGN)
Dimensional Etf Trust Us Equity Market (DFUS)
Apple (AAPL)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Vaneck Etf Trust High Yld Munietf (HYD)

View all positions for Forum Financial Management

Top funds holding Trinity Cap

Van Eck Associates Corp.
Rockefeller Capital Management
Melia Wealth
UBS Group
Invesco
Two Sigma Investments
Sound Income Strategies
Emerald Advisers
Franklin Resources
Two Sigma Advisers
Emerald Mutual Fund Advisers, Trust
Ares Management
BlackRock
Marshall Wace
Stifel Financial

View all funds holding Trinity Cap