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Triumph shares owned by Creative Planning

Quarter-by-quarter ownership of Triumph (TGI) shares owned by Creative Planning from 13F filings

Historical chart of Creative Planning investment in Triumph

Tip: Access up to 7 years of quarterly data

All positions including Triumph held by Creative Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Triumph by Creative Planning

Quarter filed Position value Share count Share price at filing
2025-06-30 $416k 16k 25.75
2025-03-31 $330k 13k 25.34
2024-12-31 $40k 2.2k 18.66
2024-09-30 $217k 17k 12.89
2024-06-30 $253k 16k 15.41
2017-06-30 $79k 2.5k 31.45
2017-03-31 $70k 2.7k 25.78
2016-12-31 $93k 3.5k 26.49
2016-09-30 $92k 3.3k 27.81
2016-06-30 $125k 3.5k 35.60
2016-03-31 $158k 5.0k 31.53
2015-12-31 $195k 4.9k 39.71
2015-09-30 $184k 4.4k 42.15
2013-09-30 $4.0k 60 66.67
2013-06-30 $5.0k 60 83.33
2012-12-31 $4.0k 60 66.67
2012-09-30 $9.0k 148 60.81

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Ishares Tr Core S&p500 Etf (IVV)
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Series Trust Portfolio S&p400 (SPMD)
Ishares Core Msci Emkt (IEMG)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Apple (AAPL)
Spdr Series Trust Portfolio S&p500 (SPLG)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds Total Stk Mkt (VTI)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Microsoft Corporation (MSFT)
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)
American Centy Etf Tr Us Sml Cp Valu (AVUV)

View all positions for Creative Planning

Top funds holding Triumph

Carmignac Gestion
DekaBank Deutsche Girozentrale
Advisor Group Holdings

View all funds holding Triumph