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Disclosery

Triumph Capital Management: IVV position timeline

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

Triumph Capital Management held 10,923 IVV 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 10,923 shares
    Change vs previous 13F -393 shares

    1.48% of the 13F portfolio, value $8,180,155.

    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 11,316 shares
    Change vs previous 13F +189 shares

    1.5% of the 13F portfolio, value $7,392,035.

    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 11,127 shares
    Change vs previous 13F +1,200 shares

    1.65% of the 13F portfolio, value $7,621,540.

    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 9,927 shares
    Change vs previous 13F +323 shares

    1.79% of the 13F portfolio, value $6,644,141.

    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 9,604 shares
    Change vs previous 13F +4,205 shares

    1.79% of the 13F portfolio, value $5,963,124.

    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 5,399 shares
    Change vs previous 13F -2,004 shares

    1.01% of the 13F portfolio, value $3,033,698.

    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 7,403 shares
    Change vs previous 13F -235 shares

    1.49% of the 13F portfolio, value $4,357,998.

    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 7,638 shares
    Change vs previous 13F not available

    1.57% of the 13F portfolio, value $4,405,751.

    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).