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Trivant Custom Portfolio Group, LLC: SBGSY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Trivant Custom Portfolio Group, LLC on SBGSY, newest first. How the timeline and the estimate are built.

Trivant Custom Portfolio Group, LLC held 19,252 SBGSY shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 19,252 shares
    Change vs previous 13F +57 shares

    0.67% of the 13F portfolio, value $1,254,845.

    13F-HR 0001977992-26-000003 filed by Trivant Custom Portfolio Group, LLC
    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 19,195 shares
    Change vs previous 13F +185 shares

    0.57% of the 13F portfolio, value $1,044,784.

    13F-HR 0001977992-26-000002 filed by Trivant Custom Portfolio Group, LLC
    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 19,010 shares
    Change vs previous 13F +343 shares

    0.6% of the 13F portfolio, value $1,044,305.

    13F-HR 0001977992-26-000001 filed by Trivant Custom Portfolio Group, LLC
    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 18,667 shares
    Change vs previous 13F +223 shares

    0.54% of the 13F portfolio, value $1,045,725.

    13F-HR 0001977992-25-000015 filed by Trivant Custom Portfolio Group, LLC
    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 18,444 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $984,541.

    13F-HR 0001977992-25-000003 filed by Trivant Custom Portfolio Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).