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Disclosery

Triumph Capital Management: SPDW position timeline

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

Triumph Capital Management held 18,133 SPDW 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 18,133 shares
    Change vs previous 13F +4,264 shares

    0.17% of the 13F portfolio, value $913,723.

    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 13,869 shares
    Change vs previous 13F -937 shares

    0.13% of the 13F portfolio, value $633,120.

    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 14,806 shares
    Change vs previous 13F +3,626 shares

    0.14% of the 13F portfolio, value $657,534.

    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 11,180 shares
    Change vs previous 13F -1,631 shares

    0.13% of the 13F portfolio, value $478,392.

    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 12,811 shares
    Change vs previous 13F -9,804 shares

    0.16% of the 13F portfolio, value $518,717.

    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 22,615 shares
    Change vs previous 13F +6,444 shares

    0.27% of the 13F portfolio, value $823,412.

    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 16,171 shares
    Change vs previous 13F -3,350 shares

    0.19% of the 13F portfolio, value $551,916.

    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 19,521 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $733,209.

    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).