Trivant Custom Portfolio Group, LLC SEC EDGAR Filings (CIK 0001977992)

SEC EDGAR filings, ownership reports, and insider transactions for Trivant Custom Portfolio Group, LLC.

Business address
600 W Broadway #225, San Diego, CA, 92101
Top securities (13F)
AAPL, NVDA, MSFT, USIG, STIP, GOOGL, AMZN, GE, WMT, JPM, COST, BKNG, SCHWAB PRIME ADVANTAGE MONEY INVESTOR, META, REGAN TOTAL RETURN INCOME INSTITUTIONAL, LOW, SYK, BBBI, V, and NOC
State of incorporation
CA
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Trivant Custom Portfolio Group, LLC has filed 13 SEC EDGAR filings since 19 May 2023

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 05 Nov 2025 30 Sep 2025 028-23277
N-PX Open Document Open Filing 29 Aug 2025 30 Jun 2025 028-23277
13F-HR Open Document Open Filing 12 Aug 2025 30 Jun 2025 028-23277
13F-HR Open Document Open Filing 21 Apr 2025 31 Mar 2025 028-23277
13F-HR Open Document Open Filing 15 Jan 2025 31 Dec 2024 028-23277
13F-HR Open Document Open Filing 04 Oct 2024 30 Sep 2024 028-23277
N-PX Open Document Open Filing 31 Jul 2024 30 Jun 2024 028-23277
13F-HR Open Document Open Filing 17 Jul 2024 30 Jun 2024 028-23277
13F-HR Open Document Open Filing 17 Apr 2024 31 Mar 2024 028-23277
13F-HR Open Document Open Filing 25 Jan 2024 31 Dec 2023 028-23277
13F-HR Open Document Open Filing 02 Nov 2023 30 Sep 2023 028-23277
13F-HR Open Document Open Filing 26 Jul 2023 30 Jun 2023 028-23277
13F-HR Open Document Open Filing 19 May 2023 31 Mar 2023 028-23277