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Disclosery

Triumph Capital Management: WFC position timeline

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

Triumph Capital Management held 44,682 WFC 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 44,682 shares
    Change vs previous 13F +347 shares

    0.67% of the 13F portfolio, value $3,692,525.

    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 44,335 shares
    Change vs previous 13F -33 shares

    0.72% of the 13F portfolio, value $3,529,496.

    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 44,368 shares
    Change vs previous 13F +36,906 shares

    0.89% of the 13F portfolio, value $4,135,062.

    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 7,462 shares
    Change vs previous 13F 0 shares

    0.17% of the 13F portfolio, value $625,500.

    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 7,462 shares
    Change vs previous 13F -1,450 shares

    0.18% of the 13F portfolio, value $597,872.

    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 8,912 shares
    Change vs previous 13F +210 shares

    0.21% of the 13F portfolio, value $639,792.

    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 8,702 shares
    Change vs previous 13F -321 shares

    0.21% of the 13F portfolio, value $611,228.

    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 9,023 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $509,709.

    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).