NORTHCAPE WEALTH MANAGEMENT, LLC: TXN position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of NORTHCAPE WEALTH MANAGEMENT, LLC on TXN, newest first. How the timeline and the estimate are built.
NORTHCAPE WEALTH MANAGEMENT, LLC held 8,798 TXN shares at 2026-06-30 per its 13F-HR filed 2026-08-10.
the latest 13F is the newest step
- period ended2026-06-3013F 8,798 sharesChange vs previous 13F -2,925 shares
0.69% of the 13F portfolio, value $2,622,498.
13F-HR 0001902806-26-000004 filed by NORTHCAPE WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 11,723 sharesChange vs previous 13F +86 shares
0.62% of the 13F portfolio, value $2,275,927.
13F-HR 0001902806-26-000003 filed by NORTHCAPE WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 11,637 sharesChange vs previous 13F +250 shares
0.57% of the 13F portfolio, value $2,018,905.
13F-HR 0001902806-26-000001 filed by NORTHCAPE WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 11,387 sharesChange vs previous 13F +181 shares
0.61% of the 13F portfolio, value $2,092,111.
13F-HR 0001902806-25-000007 filed by NORTHCAPE WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 11,206 sharesChange vs previous 13F +156 shares
0.71% of the 13F portfolio, value $2,326,665.
13F-HR 0001902806-25-000004 filed by NORTHCAPE WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 11,050 sharesChange vs previous 13F +120 shares
0.64% of the 13F portfolio, value $1,985,659.
13F-HR 0001902806-25-000003 filed by NORTHCAPE WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 10,930 sharesChange vs previous 13F +54 shares
0.66% of the 13F portfolio, value $2,049,499.
13F-HR 0001902806-25-000001 filed by NORTHCAPE WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 10,876 sharesChange vs previous 13F not available
0.74% of the 13F portfolio, value $2,246,738.
13F-HR 0001902806-24-000004 filed by NORTHCAPE WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).