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Disclosery

Triangle Securities Wealth Management: D position timeline

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

Triangle Securities Wealth Management held 9,974 D 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 9,974 shares
    Change vs previous 13F +1,181 shares

    0.14% of the 13F portfolio, value $681,129.

    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 8,793 shares
    Change vs previous 13F -318 shares

    0.12% of the 13F portfolio, value $543,574.

    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 9,111 shares
    Change vs previous 13F +1 shares

    0.11% of the 13F portfolio, value $533,841.

    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 9,110 shares
    Change vs previous 13F +1,481 shares

    0.13% of the 13F portfolio, value $557,260.

    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 7,629 shares
    Change vs previous 13F -2,954 shares

    0.11% of the 13F portfolio, value $431,172.

    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 10,583 shares
    Change vs previous 13F +1,178 shares

    0.15% of the 13F portfolio, value $593,381.

    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 9,405 shares
    Change vs previous 13F +410 shares

    0.13% of the 13F portfolio, value $506,576.

    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 8,995 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $519,842.

    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).