Skip to content
Disclosery

Triumph Capital Management: PTY position timeline

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

Triumph Capital Management held 61,606 PTY 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 61,606 shares
    Change vs previous 13F -5,543 shares

    0.13% of the 13F portfolio, value $741,122.

    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 67,149 shares
    Change vs previous 13F +1,864 shares

    0.17% of the 13F portfolio, value $817,652.

    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 65,285 shares
    Change vs previous 13F -29,821 shares

    0.18% of the 13F portfolio, value $842,176.

    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 95,106 shares
    Change vs previous 13F -20,055 shares

    0.37% of the 13F portfolio, value $1,373,331.

    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 115,161 shares
    Change vs previous 13F +59,630 shares

    0.48% of the 13F portfolio, value $1,601,890.

    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 55,531 shares
    Change vs previous 13F +13,031 shares

    0.27% of the 13F portfolio, value $802,978.

    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 42,500 shares
    Change vs previous 13F -3,781 shares

    0.21% of the 13F portfolio, value $610,725.

    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 46,281 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $671,390.

    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).