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Disclosery

Triumph Capital Management: AGG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Triumph Capital Management on AGG, newest first. How the timeline and the estimate are built.

Triumph Capital Management held 7,948 AGG shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,948 shares
    Change vs previous 13F +473 shares

    0.14% of the 13F portfolio, value $786,693.

    13F-HR 0001730765-26-000006 filed by Triumph Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 7,475 shares
    Change vs previous 13F +2,035 shares

    0.15% of the 13F portfolio, value $742,043.

    13F-HR 0001730765-26-000004 filed by Triumph Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 5,440 shares
    Change vs previous 13F +3,306 shares

    0.12% of the 13F portfolio, value $543,347.

    13F-HR 0001730765-26-000002 filed by Triumph Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F/A 2,134 shares
    Change vs previous 13F -6,204 shares

    0.06% of the 13F portfolio, value $213,934.

    13F-HR/A 0001730765-25-000011 filed by Triumph Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F/A 8,338 shares
    Change vs previous 13F -2,563 shares

    0.25% of the 13F portfolio, value $827,107.

    13F-HR/A 0001730765-25-000012 filed by Triumph Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 10,901 shares
    Change vs previous 13F +2,557 shares

    0.36% of the 13F portfolio, value $1,078,298.

    13F-HR 0001730765-25-000004 filed by Triumph Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 8,344 shares
    Change vs previous 13F -3,408 shares

    0.28% of the 13F portfolio, value $808,501.

    13F-HR 0001730765-25-000003 filed by Triumph Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 11,752 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $1,190,083.

    13F-HR 0001730765-25-000002 filed by Triumph Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).