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Disclosery

Triumph Capital Management: SDVY position timeline

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

Triumph Capital Management held 180,465 SDVY 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 180,465 shares
    Change vs previous 13F -26,009 shares

    1.41% of the 13F portfolio, value $7,785,240.

    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 206,474 shares
    Change vs previous 13F -1,605 shares

    1.66% of the 13F portfolio, value $8,141,264.

    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 208,079 shares
    Change vs previous 13F -4,032 shares

    1.72% of the 13F portfolio, value $7,973,587.

    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 212,111 shares
    Change vs previous 13F -15,809 shares

    2.18% of the 13F portfolio, value $8,064,362.

    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 227,920 shares
    Change vs previous 13F +12,499 shares

    2.41% of the 13F portfolio, value $8,041,004.

    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 215,421 shares
    Change vs previous 13F +2,092 shares

    2.4% of the 13F portfolio, value $7,216,592.

    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 213,329 shares
    Change vs previous 13F +26,120 shares

    2.62% of the 13F portfolio, value $7,647,837.

    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 187,209 shares
    Change vs previous 13F not available

    2.43% of the 13F portfolio, value $6,810,671.

    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).