Skip to content
Disclosery

Trivant Custom Portfolio Group, LLC: SPEM position timeline

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

Trivant Custom Portfolio Group, LLC held 40,469 SPEM 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 40,469 shares
    Change vs previous 13F +363 shares

    1.12% of the 13F portfolio, value $2,095,640.

    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 40,106 shares
    Change vs previous 13F +3,769 shares

    1.03% of the 13F portfolio, value $1,881,372.

    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 36,337 shares
    Change vs previous 13F -122 shares

    0.98% of the 13F portfolio, value $1,700,935.

    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 36,459 shares
    Change vs previous 13F +186 shares

    0.88% of the 13F portfolio, value $1,706,646.

    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 36,273 shares
    Change vs previous 13F +2,267 shares

    0.85% of the 13F portfolio, value $1,550,308.

    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).

  6. period ended2025-03-31
    13F 34,006 shares
    Change vs previous 13F not available

    0.77% of the 13F portfolio, value $1,338,820.

    13F-HR 0001977992-25-000002 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).