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Trivant Custom Portfolio Group, LLC: USIG position timeline

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

Trivant Custom Portfolio Group, LLC held 130,399 USIG 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 130,399 shares
    Change vs previous 13F -1,881 shares

    3.56% of the 13F portfolio, value $6,690,268.

    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 132,280 shares
    Change vs previous 13F -42,738 shares

    3.72% of the 13F portfolio, value $6,776,704.

    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 175,018 shares
    Change vs previous 13F -2,289 shares

    5.22% of the 13F portfolio, value $9,060,682.

    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 177,307 shares
    Change vs previous 13F +3,610 shares

    4.76% of the 13F portfolio, value $9,258,972.

    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 173,697 shares
    Change vs previous 13F -1,506 shares

    4.91% of the 13F portfolio, value $8,934,974.

    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 175,203 shares
    Change vs previous 13F +12,480 shares

    5.15% of the 13F portfolio, value $8,949,369.

    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 162,723 shares
    Change vs previous 13F +2,542 shares

    4.78% of the 13F portfolio, value $8,181,713.

    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 160,181 shares
    Change vs previous 13F not available

    4.86% of the 13F portfolio, value $8,422,317.

    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).