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Disclosery

Triumph Capital Management: UTF position timeline

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

Triumph Capital Management held 11,860 UTF 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 11,860 shares
    Change vs previous 13F +799 shares

    0.06% of the 13F portfolio, value $327,223.

    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 11,061 shares
    Change vs previous 13F -18,191 shares

    0.06% of the 13F portfolio, value $286,259.

    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 29,252 shares
    Change vs previous 13F -18 shares

    0.15% of the 13F portfolio, value $705,266.

    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 29,270 shares
    Change vs previous 13F +3,186 shares

    0.2% of the 13F portfolio, value $725,896.

    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 26,084 shares
    Change vs previous 13F +448 shares

    0.21% of the 13F portfolio, value $702,964.

    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 25,636 shares
    Change vs previous 13F +1,985 shares

    0.22% of the 13F portfolio, value $655,000.

    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 23,651 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $568,570.

    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).