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Triumph Capital Management: SGOV position timeline

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

Triumph Capital Management held 18,611 SGOV 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 18,611 shares
    Change vs previous 13F +3,480 shares

    0.34% of the 13F portfolio, value $1,873,569.

    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 15,131 shares
    Change vs previous 13F +173 shares

    0.31% of the 13F portfolio, value $1,523,086.

    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 14,958 shares
    Change vs previous 13F +1,321 shares

    0.32% of the 13F portfolio, value $1,501,484.

    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 13,637 shares
    Change vs previous 13F -110 shares

    0.37% of the 13F portfolio, value $1,373,246.

    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 13,747 shares
    Change vs previous 13F +7,595 shares

    0.42% of the 13F portfolio, value $1,384,185.

    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 6,152 shares
    Change vs previous 13F -1,180 shares

    0.21% of the 13F portfolio, value $619,322.

    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 7,332 shares
    Change vs previous 13F +929 shares

    0.25% of the 13F portfolio, value $735,546.

    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 6,403 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $644,910.

    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).