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Disclosery

Triumph Capital Management: MSIF position timeline

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

Triumph Capital Management held 40,773 MSIF 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 40,773 shares
    Change vs previous 13F -5,641 shares

    0.09% of the 13F portfolio, value $471,744.

    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 46,414 shares
    Change vs previous 13F +17,789 shares

    0.12% of the 13F portfolio, value $582,032.

    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 28,625 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $376,132.

    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).