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Disclosery

Triangle Securities Wealth Management: BX position timeline

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

Triangle Securities Wealth Management held 88,720 BX 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 88,720 shares
    Change vs previous 13F +44,913 shares

    2.05% of the 13F portfolio, value $10,322,312.

    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 43,807 shares
    Change vs previous 13F +418 shares

    1.14% of the 13F portfolio, value $5,037,382.

    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 43,389 shares
    Change vs previous 13F -684 shares

    1.41% of the 13F portfolio, value $6,687,997.

    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 44,073 shares
    Change vs previous 13F -1,252 shares

    1.7% of the 13F portfolio, value $7,529,820.

    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 45,325 shares
    Change vs previous 13F -1,091 shares

    1.67% of the 13F portfolio, value $6,779,747.

    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 46,416 shares
    Change vs previous 13F -1,202 shares

    1.67% of the 13F portfolio, value $6,488,034.

    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 47,618 shares
    Change vs previous 13F -2,653 shares

    2.11% of the 13F portfolio, value $8,210,243.

    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 50,271 shares
    Change vs previous 13F not available

    1.99% of the 13F portfolio, value $7,697,973.

    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).