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Disclosery

Triangle Securities Wealth Management: C position timeline

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

Triangle Securities Wealth Management held 10,294 C 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 10,294 shares
    Change vs previous 13F -133 shares

    0.29% of the 13F portfolio, value $1,440,732.

    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 10,427 shares
    Change vs previous 13F -855 shares

    0.27% of the 13F portfolio, value $1,182,540.

    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 11,282 shares
    Change vs previous 13F -93 shares

    0.28% of the 13F portfolio, value $1,316,515.

    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 11,375 shares
    Change vs previous 13F -1,055 shares

    0.26% of the 13F portfolio, value $1,154,565.

    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 12,430 shares
    Change vs previous 13F +171 shares

    0.26% of the 13F portfolio, value $1,058,021.

    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 12,259 shares
    Change vs previous 13F -605 shares

    0.22% of the 13F portfolio, value $870,266.

    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 12,864 shares
    Change vs previous 13F -399 shares

    0.23% of the 13F portfolio, value $905,497.

    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 13,263 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $830,264.

    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).