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Disclosery

Triumph Capital Management: SDIV position timeline

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

Triumph Capital Management held 28,033 SDIV 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 28,033 shares
    Change vs previous 13F +1,041 shares

    0.12% of the 13F portfolio, value $685,125.

    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 26,992 shares
    Change vs previous 13F -367 shares

    0.14% of the 13F portfolio, value $681,816.

    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 27,359 shares
    Change vs previous 13F -968 shares

    0.14% of the 13F portfolio, value $657,435.

    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 28,327 shares
    Change vs previous 13F -12,747 shares

    0.18% of the 13F portfolio, value $679,280.

    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 41,074 shares
    Change vs previous 13F +494 shares

    0.28% of the 13F portfolio, value $926,217.

    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 40,580 shares
    Change vs previous 13F +1,485 shares

    0.28% of the 13F portfolio, value $850,961.

    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 39,095 shares
    Change vs previous 13F -1,705 shares

    0.28% of the 13F portfolio, value $806,137.

    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 40,800 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $960,430.

    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).