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Trivant Custom Portfolio Group, LLC: STIP position timeline

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

Trivant Custom Portfolio Group, LLC held 90,872 STIP 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 90,872 shares
    Change vs previous 13F +958 shares

    4.95% of the 13F portfolio, value $9,286,539.

    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 89,914 shares
    Change vs previous 13F +89,914 shares

    5.1% of the 13F portfolio, value $9,299,796.

    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 0 shares
    Change vs previous 13F -68,202 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  4. period ended2025-09-30
    13F 68,202 shares
    Change vs previous 13F +3,506 shares

    3.62% of the 13F portfolio, value $7,049,349.

    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 64,696 shares
    Change vs previous 13F +3,924 shares

    3.66% of the 13F portfolio, value $6,657,856.

    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 60,772 shares
    Change vs previous 13F +7,179 shares

    3.62% of the 13F portfolio, value $6,288,069.

    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).

  7. period ended2024-12-31
    13F 53,593 shares
    Change vs previous 13F +1,405 shares

    3.15% of the 13F portfolio, value $5,391,447.

    13F-HR 0001977992-25-000001 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).

  8. period ended2024-09-30
    13F 52,188 shares
    Change vs previous 13F not available

    3.05% of the 13F portfolio, value $5,287,679.

    13F-HR 0001977992-24-000005 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).