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Disclosery

Triumph Capital Management: LQD position timeline

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

Triumph Capital Management held 7,971 LQD 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 7,971 shares
    Change vs previous 13F +2,207 shares

    0.16% of the 13F portfolio, value $869,397.

    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 5,764 shares
    Change vs previous 13F +939 shares

    0.13% of the 13F portfolio, value $628,218.

    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 4,825 shares
    Change vs previous 13F +627 shares

    0.11% of the 13F portfolio, value $531,667.

    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 4,198 shares
    Change vs previous 13F +81 shares

    0.13% of the 13F portfolio, value $467,951.

    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 4,117 shares
    Change vs previous 13F -1,632 shares

    0.14% of the 13F portfolio, value $451,264.

    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 5,749 shares
    Change vs previous 13F +2,813 shares

    0.21% of the 13F portfolio, value $624,859.

    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 2,936 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $313,682.

    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).