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Disclosery

Triumph Capital Management: UTG position timeline

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

Triumph Capital Management held 13,396 UTG 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 13,396 shares
    Change vs previous 13F -278 shares

    0.1% of the 13F portfolio, value $545,485.

    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 13,674 shares
    Change vs previous 13F +4,765 shares

    0.11% of the 13F portfolio, value $537,115.

    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 8,909 shares
    Change vs previous 13F +510 shares

    0.07% of the 13F portfolio, value $325,891.

    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 8,399 shares
    Change vs previous 13F +417 shares

    0.09% of the 13F portfolio, value $332,768.

    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 7,982 shares
    Change vs previous 13F -680 shares

    0.09% of the 13F portfolio, value $288,789.

    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 8,662 shares
    Change vs previous 13F +717 shares

    0.09% of the 13F portfolio, value $281,861.

    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 7,945 shares
    Change vs previous 13F +340 shares

    0.09% of the 13F portfolio, value $251,777.

    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 7,605 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $249,520.

    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).