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Disclosery

Triumph Capital Management: IWM position timeline

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

Triumph Capital Management held 16,870 IWM 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 16,870 shares
    Change vs previous 13F -4,709 shares

    0.92% of the 13F portfolio, value $5,068,560.

    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 21,579 shares
    Change vs previous 13F +1,521 shares

    1.09% of the 13F portfolio, value $5,351,612.

    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 20,058 shares
    Change vs previous 13F -473 shares

    1.07% of the 13F portfolio, value $4,937,525.

    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 20,531 shares
    Change vs previous 13F -5,302 shares

    1.34% of the 13F portfolio, value $4,967,579.

    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 25,833 shares
    Change vs previous 13F +1,026 shares

    1.67% of the 13F portfolio, value $5,574,601.

    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 24,807 shares
    Change vs previous 13F -86 shares

    1.65% of the 13F portfolio, value $4,948,796.

    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 24,893 shares
    Change vs previous 13F -793 shares

    1.88% of the 13F portfolio, value $5,500,257.

    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 25,686 shares
    Change vs previous 13F not available

    2.02% of the 13F portfolio, value $5,673,692.

    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).