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Disclosery

Triumph Capital Management: IWO position timeline

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

Triumph Capital Management held 899 IWO 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 899 shares
    Change vs previous 13F -163 shares

    0.06% of the 13F portfolio, value $354,170.

    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 1,062 shares
    Change vs previous 13F -390 shares

    0.07% of the 13F portfolio, value $333,266.

    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 1,452 shares
    Change vs previous 13F +308 shares

    0.1% of the 13F portfolio, value $469,011.

    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 1,144 shares
    Change vs previous 13F +45 shares

    0.1% of the 13F portfolio, value $366,126.

    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 1,099 shares
    Change vs previous 13F +6 shares

    0.09% of the 13F portfolio, value $314,160.

    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 1,093 shares
    Change vs previous 13F -3,362 shares

    0.09% of the 13F portfolio, value $279,294.

    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 4,455 shares
    Change vs previous 13F -64 shares

    0.44% of the 13F portfolio, value $1,282,238.

    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 4,519 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $1,283,396.

    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).