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Disclosery

Triumph Capital Management: IWR position timeline

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

Triumph Capital Management held 43,905 IWR 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 43,905 shares
    Change vs previous 13F -16,097 shares

    0.88% of the 13F portfolio, value $4,843,650.

    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 60,002 shares
    Change vs previous 13F +358 shares

    1.19% of the 13F portfolio, value $5,833,952.

    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 59,644 shares
    Change vs previous 13F +1,311 shares

    1.24% of the 13F portfolio, value $5,741,966.

    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 58,333 shares
    Change vs previous 13F -3,175 shares

    1.52% of the 13F portfolio, value $5,632,017.

    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 61,508 shares
    Change vs previous 13F +1,671 shares

    1.7% of the 13F portfolio, value $5,656,870.

    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 59,837 shares
    Change vs previous 13F +717 shares

    1.7% of the 13F portfolio, value $5,090,373.

    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 59,120 shares
    Change vs previous 13F -416 shares

    1.79% of the 13F portfolio, value $5,226,250.

    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 59,536 shares
    Change vs previous 13F not available

    1.87% of the 13F portfolio, value $5,247,517.

    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).