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Disclosery

Triangle Securities Wealth Management: DFIV position timeline

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

Triangle Securities Wealth Management held 47,252 DFIV 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 47,252 shares
    Change vs previous 13F +4,445 shares

    0.51% of the 13F portfolio, value $2,552,573.

    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 42,807 shares
    Change vs previous 13F +3,857 shares

    0.51% of the 13F portfolio, value $2,259,374.

    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 38,950 shares
    Change vs previous 13F -1,180 shares

    0.41% of the 13F portfolio, value $1,943,581.

    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 40,130 shares
    Change vs previous 13F +1,087 shares

    0.42% of the 13F portfolio, value $1,850,793.

    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 39,043 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $1,672,201.

    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).