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Trinity Cap shares owned by Heritage Wealth Advisors

Quarter-by-quarter ownership of Trinity Cap (TRIN) shares owned by Heritage Wealth Advisors from 13F filings

Historical chart of Heritage Wealth Advisors investment in Trinity Cap

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All positions including Trinity Cap held by Heritage Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Trinity Cap by Heritage Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $29k 1.6k 17.89

More positions owned by Heritage Wealth Advisors

IShares S&P 500 Index Etf (IVV)
Invesco S&P 500 Quality ETF Etf (SPHQ)
iShares Core MSCI EAFE Etf (IEFA)
Sprott Physical Gold Trust Unit Ut (PHYS)
iShares Core MSCI Emerging Markets ETF Etf (IEMG)
iShares Russell Midcap Value Etf (IWS)
Alphabet Inc. Class C Cap Stk Cl C (GOOG)
Apple (AAPL)
Microsoft Corporation (MSFT)
Johnson & Johnson (JNJ)
Raytheon Technologies Corp (RTX)
Brookfield Corp Cl A Ltd Vt Sh (BN)
Berkshire Hathaway Cl B CL B (BRK.B)
Amazon (AMZN)
MasterCard Incorporated (MA)

View all positions for Heritage Wealth Advisors

Top funds holding Trinity Cap

Van Eck Associates Corp.
Two Sigma Investments
UBS Group
Melia Wealth
Sound Income Strategies
Marshall Wace
Franklin Resources
Invesco
Emerald Advisers
Eagle Point Credit Management
Susquehanna International
Rockefeller Capital Management
Hrt Financial
Emerald Mutual Fund Advisers, Trust
Ares Management

View all funds holding Trinity Cap