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Disclosery

Triumph Capital Management: SHV position timeline

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

Triumph Capital Management held 2,593 SHV 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 2,593 shares
    Change vs previous 13F -358 shares

    0.05% of the 13F portfolio, value $286,138.

    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 2,951 shares
    Change vs previous 13F -2,363 shares

    0.07% of the 13F portfolio, value $325,761.

    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 5,314 shares
    Change vs previous 13F +801 shares

    0.13% of the 13F portfolio, value $585,337.

    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 4,513 shares
    Change vs previous 13F -25 shares

    0.13% of the 13F portfolio, value $498,641.

    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 4,538 shares
    Change vs previous 13F +340 shares

    0.15% of the 13F portfolio, value $501,086.

    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 4,198 shares
    Change vs previous 13F +1,350 shares

    0.15% of the 13F portfolio, value $463,711.

    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 2,848 shares
    Change vs previous 13F -751 shares

    0.11% of the 13F portfolio, value $313,593.

    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 3,599 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $398,157.

    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).