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Disclosery

Triumph Capital Management: IVE position timeline

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

Triumph Capital Management held 621 IVE 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 621 shares
    Change vs previous 13F -416 shares

    0.03% of the 13F portfolio, value $141,004.

    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 1,037 shares
    Change vs previous 13F -946 shares

    0.04% of the 13F portfolio, value $218,963.

    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 1,983 shares
    Change vs previous 13F -134 shares

    0.09% of the 13F portfolio, value $420,535.

    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 2,117 shares
    Change vs previous 13F -53 shares

    0.12% of the 13F portfolio, value $437,182.

    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 2,170 shares
    Change vs previous 13F -3,301 shares

    0.13% of the 13F portfolio, value $424,061.

    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 5,471 shares
    Change vs previous 13F -182 shares

    0.35% of the 13F portfolio, value $1,042,663.

    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 5,653 shares
    Change vs previous 13F -221 shares

    0.37% of the 13F portfolio, value $1,079,045.

    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 5,874 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $1,158,177.

    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).