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Disclosery

Triumph Capital Management: IBB position timeline

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

Triumph Capital Management held 2,532 IBB 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 2,532 shares
    Change vs previous 13F -1,241 shares

    0.09% of the 13F portfolio, value $481,561.

    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 3,773 shares
    Change vs previous 13F +223 shares

    0.13% of the 13F portfolio, value $637,071.

    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 3,550 shares
    Change vs previous 13F -329 shares

    0.13% of the 13F portfolio, value $599,134.

    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 3,879 shares
    Change vs previous 13F -764 shares

    0.15% of the 13F portfolio, value $560,011.

    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 4,643 shares
    Change vs previous 13F -283 shares

    0.18% of the 13F portfolio, value $587,386.

    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 4,926 shares
    Change vs previous 13F -121 shares

    0.21% of the 13F portfolio, value $630,035.

    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 5,047 shares
    Change vs previous 13F +187 shares

    0.23% of the 13F portfolio, value $667,264.

    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 4,860 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $707,616.

    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).