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Disclosery

Triumph Capital Management: USIG position timeline

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

Triumph Capital Management held 145,500 USIG 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 145,500 shares
    Change vs previous 13F +10,038 shares

    1.35% of the 13F portfolio, value $7,462,695.

    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 135,462 shares
    Change vs previous 13F +113,982 shares

    1.41% of the 13F portfolio, value $6,939,718.

    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 21,480 shares
    Change vs previous 13F +2,730 shares

    0.24% of the 13F portfolio, value $1,112,020.

    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 18,750 shares
    Change vs previous 13F +360 shares

    0.26% of the 13F portfolio, value $979,125.

    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 18,390 shares
    Change vs previous 13F +464 shares

    0.28% of the 13F portfolio, value $945,982.

    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 17,926 shares
    Change vs previous 13F +4,200 shares

    0.3% of the 13F portfolio, value $915,660.

    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 13,726 shares
    Change vs previous 13F +5,874 shares

    0.24% of the 13F portfolio, value $690,143.

    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 7,852 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $412,858.

    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).