GILPIN WEALTH MANAGEMENT, LLC TFIN — TRIUMPH FINANCIAL INC

Ownership history in GILPIN WEALTH MANAGEMENT, LLC  ·  4 quarters on record

AI Ownership Summary

GILPIN WEALTH MANAGEMENT, LLC reported TRIUMPH FINANCIAL INC (TFIN) in 4 quarterly 13F filings from 2025 Q4 through 2026 Q3. The latest visible filing shows TFIN at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this TFIN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was GILPIN WEALTH MANAGEMENT, LLC's position in TRIUMPH FINANCIAL INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

TFIN was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q4 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

TFIN stock page GILPIN WEALTH MANAGEMENT, LLC fund profile GILPIN WEALTH MANAGEMENT, LLC full holdings
How GILPIN WEALTH MANAGEMENT, LLC held TFIN — position size vs. price
% of Fund (quarterly)    TFIN price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 REDUCED — — — 2 -2 -50.0% 0.00% $120 2026-10-09 $62.53
2026 Q2 REDUCED 20.0% -20.6% ✅ 4 -1 -20.0% 0.00% $306 2026-07-24 $76.91
2026 Q1 ADDED — — — 5 +3 +150.0% 0.00% $299 2026-04-21 $67.12
2025 Q4 INITIATED — — — 2 — — 0.00% $126 2026-02-11 $69.18

🏢 Other funds also holding TFIN

As of 2026 Q3 — sorted by position size

Womack Financial LLC 2.09% JCSD Capital, LLC 3Y 7Y 0.0% State of Alaska, Department of Revenue 3Y 7Y 0.0% WOLFF WIESE MAGANA LLC 3Y 0.0% Versant Capital Management, Inc 3Y 7Y 0.0% GAMMA Investing LLC 0.0% Farther Finance Advisors, LLC 3Y 0.0% True Wealth Design, LLC 3Y 0.0% MassMutual Private Wealth & Trust, FSB 3Y 7Y 0.0% Essential Partners LLC 0.0%

FAQ About GILPIN WEALTH MANAGEMENT, LLC and TFIN

These are the practical questions this page is built to answer before you even open the full history table.

How long has GILPIN WEALTH MANAGEMENT, LLC reported owning TFIN?

GILPIN WEALTH MANAGEMENT, LLC reported TFIN across 4 quarterly 13F filings, from 2025 Q4 through 2026 Q3.

What was the largest reported TFIN position in GILPIN WEALTH MANAGEMENT, LLC's portfolio?

The largest reported portfolio weight for TFIN was 0.00% in 2026 Q1.

What is the latest reported TFIN position on this page?

The most recent filing on this page is 2026 Q3, when GILPIN WEALTH MANAGEMENT, LLC reported 2 shares, equal to 0.00% of portfolio, with an estimated market value of $120.

What does the chart on this TFIN ownership page compare?

The chart compares GILPIN WEALTH MANAGEMENT, LLC's quarterly TFIN portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did GILPIN WEALTH MANAGEMENT, LLC time their TFIN position?

Based on 13F filing dates vs. subsequent TFIN price moves, GILPIN WEALTH MANAGEMENT, LLC correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on TFIN relative to SPY over the holding period was +1946.6%.

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