TRAN CAPITAL MANAGEMENT, L.P.: XYZ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of TRAN CAPITAL MANAGEMENT, L.P. on XYZ, newest first. How the timeline and the estimate are built.

TRAN CAPITAL MANAGEMENT, L.P. held 0 XYZ shares at 2025-09-30 per its 13F-HR filed 2025-10-23.

the latest 13F is the newest step

period ended2025-09-30
13F 0 shares
Change vs previous 13F -6,768 shares
13F-HR 0001104659-25-101729 filed by TRAN CAPITAL MANAGEMENT, L.P.
Filed 2025-10-23 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
Acceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
period ended2025-06-30
13F 6,768 shares
Change vs previous 13F 0 shares
0.05% of the 13F portfolio, value $459,750.
13F-HR 0001104659-25-067664 filed by TRAN CAPITAL MANAGEMENT, L.P.
Filed 2025-07-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 6,768 shares
Change vs previous 13F 0 shares
0.05% of the 13F portfolio, value $367,705.
13F-HR 0001104659-25-035177 filed by TRAN CAPITAL MANAGEMENT, L.P.
Filed 2025-04-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 6,768 shares
Change vs previous 13F 0 shares
0.07% of the 13F portfolio, value $575,212.
13F-HR 0001104659-25-004834 filed by TRAN CAPITAL MANAGEMENT, L.P.
Filed 2025-01-21 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 6,768 shares
Change vs previous 13F not available
0.05% of the 13F portfolio, value $454,336.
13F-HR 0001104659-24-108427 filed by TRAN CAPITAL MANAGEMENT, L.P.
Filed 2024-10-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
Acceptance time not in the bulk data set (spec §4.2).