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Disclosery

Triangle Securities Wealth Management: AJG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Triangle Securities Wealth Management on AJG, newest first. How the timeline and the estimate are built.

Triangle Securities Wealth Management held 3,841 AJG shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,841 shares
    Change vs previous 13F -280 shares

    0.18% of the 13F portfolio, value $881,778.

    13F-HR 0001062993-26-003647 filed by Triangle Securities Wealth Management
    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 4,121 shares
    Change vs previous 13F +118 shares

    0.2% of the 13F portfolio, value $892,526.

    13F-HR 0001062993-26-002057 filed by Triangle Securities Wealth Management
    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 4,003 shares
    Change vs previous 13F +772 shares

    0.22% of the 13F portfolio, value $1,035,936.

    13F-HR 0001062993-26-000212 filed by Triangle Securities Wealth Management
    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 3,231 shares
    Change vs previous 13F 0 shares

    0.23% of the 13F portfolio, value $1,000,770.

    13F-HR 0001062993-25-016081 filed by Triangle Securities Wealth Management
    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 3,231 shares
    Change vs previous 13F -15 shares

    0.25% of the 13F portfolio, value $1,034,308.

    13F-HR 0001062993-25-012685 filed by Triangle Securities Wealth Management
    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 3,246 shares
    Change vs previous 13F -17 shares

    0.29% of the 13F portfolio, value $1,120,649.

    13F-HR 0001062993-25-007294 filed by Triangle Securities Wealth Management
    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 3,263 shares
    Change vs previous 13F -36 shares

    0.24% of the 13F portfolio, value $926,203.

    13F-HR 0001062993-25-000798 filed by Triangle Securities Wealth Management
    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 3,299 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $928,240.

    13F-HR 0001062993-24-019067 filed by Triangle Securities Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).