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Disclosery

Triumph Capital Management: PDI position timeline

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

Triumph Capital Management held 14,386 PDI 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 14,386 shares
    Change vs previous 13F +907 shares

    0.04% of the 13F portfolio, value $240,246.

    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 13,479 shares
    Change vs previous 13F -42,360 shares

    0.05% of the 13F portfolio, value $233,421.

    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 55,839 shares
    Change vs previous 13F -9,301 shares

    0.21% of the 13F portfolio, value $988,909.

    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 65,140 shares
    Change vs previous 13F +2,341 shares

    0.35% of the 13F portfolio, value $1,289,772.

    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 62,799 shares
    Change vs previous 13F +13,476 shares

    0.36% of the 13F portfolio, value $1,191,297.

    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 49,323 shares
    Change vs previous 13F +4,972 shares

    0.33% of the 13F portfolio, value $976,595.

    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 44,351 shares
    Change vs previous 13F +20,949 shares

    0.28% of the 13F portfolio, value $813,397.

    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 23,402 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $485,147.

    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).