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Trivant Custom Portfolio Group, LLC: V position timeline

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

Trivant Custom Portfolio Group, LLC held 9,588 V 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 9,588 shares
    Change vs previous 13F -51 shares

    1.75% of the 13F portfolio, value $3,289,395.

    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 9,639 shares
    Change vs previous 13F -1 shares

    1.6% of the 13F portfolio, value $2,913,157.

    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 9,640 shares
    Change vs previous 13F +38 shares

    1.95% of the 13F portfolio, value $3,380,689.

    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 9,602 shares
    Change vs previous 13F +44 shares

    1.68% of the 13F portfolio, value $3,277,779.

    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 9,558 shares
    Change vs previous 13F -73 shares

    1.86% of the 13F portfolio, value $3,393,410.

    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 9,631 shares
    Change vs previous 13F -97 shares

    1.94% of the 13F portfolio, value $3,375,139.

    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 9,728 shares
    Change vs previous 13F -132 shares

    1.79% of the 13F portfolio, value $3,074,297.

    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 9,860 shares
    Change vs previous 13F not available

    1.56% of the 13F portfolio, value $2,710,886.

    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).