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Disclosery

Triumph Capital Management: TLT position timeline

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

Triumph Capital Management held 78,997 TLT 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 78,997 shares
    Change vs previous 13F +6,508 shares

    1.24% of the 13F portfolio, value $6,826,921.

    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 72,489 shares
    Change vs previous 13F +20,104 shares

    1.28% of the 13F portfolio, value $6,284,071.

    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 52,385 shares
    Change vs previous 13F -314 shares

    0.99% of the 13F portfolio, value $4,565,877.

    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 52,699 shares
    Change vs previous 13F +8,519 shares

    1.27% of the 13F portfolio, value $4,709,710.

    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 44,180 shares
    Change vs previous 13F +14,729 shares

    1.17% of the 13F portfolio, value $3,898,885.

    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 29,451 shares
    Change vs previous 13F +19,136 shares

    0.89% of the 13F portfolio, value $2,680,925.

    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 10,315 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $900,809.

    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).