Current Market Value 411,615,881
Current Holdings 95
Most Recent File Date 2025-07-21
Total Filings on Record 27
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Trinity Legacy Partners, LLC . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-07-21 2025-06-30 13F-HR 95 411,616
2025-05-14 2025-03-31 13F-HR 94 395,237
2025-02-03 2024-12-31 13F-HR 94 388,135
2024-10-31 2024-09-30 13F-HR 97 389,201
2024-08-14 2024-06-30 13F-HR 102 351,614
2024-04-24 2024-03-31 13F-HR 102 341,404
2024-02-14 2023-12-31 13F-HR 105 317,359
2023-10-11 2023-09-30 13F-HR 102 289,510
2023-07-10 2023-06-30 13F-HR 81 286,082
2023-04-06 2023-03-31 13F-HR 88 266,236
2023-01-09 2022-12-31 13F-HR 80 251,112,475
2022-10-12 2022-09-30 13F-HR 72 234,003
2022-07-12 2022-06-30 13F-HR 95 257,325
2022-04-13 2022-03-31 13F-HR 103 296,197
2022-01-13 2021-12-31 13F-HR 110 294,954
2021-10-12 2021-09-30 13F-HR 119 278,540
2021-07-15 2021-06-30 13F-HR 134 272,047
2021-04-21 2021-03-31 13F-HR 106 250,954
2021-01-20 2020-12-31 13F-HR 88 220,158
2020-10-15 2020-09-30 13F-HR 84 207,061
2020-07-08 2020-06-30 13F-HR 79 194,990
2020-04-06 2020-03-31 13F-HR 62 141,993
2020-01-10 2019-12-31 13F-HR 85 213,813
2019-10-16 2019-09-30 13F-HR 66 202,164
2019-08-13 2019-06-30 13F-HR 60 145,534
2019-04-23 2019-03-31 13F-HR 63 152,175
2019-03-28 2018-12-31 13F-HR 47 103,313