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Disclosery

Triumph Capital Management: FVD position timeline

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

Triumph Capital Management held 14,924 FVD 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 14,924 shares
    Change vs previous 13F -26,850 shares

    0.13% of the 13F portfolio, value $719,038.

    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 41,774 shares
    Change vs previous 13F -4,206 shares

    0.4% of the 13F portfolio, value $1,964,631.

    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 45,980 shares
    Change vs previous 13F -5,372 shares

    0.46% of the 13F portfolio, value $2,118,758.

    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 51,352 shares
    Change vs previous 13F +3,638 shares

    0.64% of the 13F portfolio, value $2,374,517.

    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 47,714 shares
    Change vs previous 13F -2,909 shares

    0.64% of the 13F portfolio, value $2,132,816.

    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 50,623 shares
    Change vs previous 13F +4,511 shares

    0.75% of the 13F portfolio, value $2,257,280.

    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 46,112 shares
    Change vs previous 13F +8,404 shares

    0.69% of the 13F portfolio, value $2,012,328.

    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 37,708 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $1,715,337.

    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).