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Triangle Securities Wealth Management: CEFZ position timeline

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

Triangle Securities Wealth Management held 90,696 CEFZ 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 90,696 shares
    Change vs previous 13F +78 shares

    0.15% of the 13F portfolio, value $746,367.

    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 90,618 shares
    Change vs previous 13F +190 shares

    0.16% of the 13F portfolio, value $711,163.

    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 90,428 shares
    Change vs previous 13F +365 shares

    0.16% of the 13F portfolio, value $740,603.

    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 90,063 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $738,070.

    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).