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Disclosery

Triumph Capital Management: XYLD position timeline

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

Triumph Capital Management held 23,925 XYLD 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 23,925 shares
    Change vs previous 13F +2,284 shares

    0.18% of the 13F portfolio, value $975,901.

    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 21,641 shares
    Change vs previous 13F +1,000 shares

    0.17% of the 13F portfolio, value $846,812.

    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 20,641 shares
    Change vs previous 13F -304 shares

    0.18% of the 13F portfolio, value $838,644.

    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 20,945 shares
    Change vs previous 13F +1,840 shares

    0.22% of the 13F portfolio, value $822,301.

    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 19,105 shares
    Change vs previous 13F +12,490 shares

    0.22% of the 13F portfolio, value $743,949.

    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 6,615 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $261,226.

    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).