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Disclosery

Triumph Capital Management: XLE position timeline

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

Triumph Capital Management held 6,691 XLE 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 6,691 shares
    Change vs previous 13F +177 shares

    0.06% of the 13F portfolio, value $355,370.

    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 6,514 shares
    Change vs previous 13F -1,605 shares

    0.08% of the 13F portfolio, value $399,048.

    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 8,119 shares
    Change vs previous 13F +1,720 shares

    0.08% of the 13F portfolio, value $363,000.

    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 6,399 shares
    Change vs previous 13F -1,868 shares

    0.15% of the 13F portfolio, value $571,687.

    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 8,267 shares
    Change vs previous 13F -411 shares

    0.21% of the 13F portfolio, value $701,124.

    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 8,678 shares
    Change vs previous 13F -3,033 shares

    0.27% of the 13F portfolio, value $810,959.

    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 11,711 shares
    Change vs previous 13F -5,467 shares

    0.34% of the 13F portfolio, value $1,003,164.

    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 17,178 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $1,508,228.

    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).