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Disclosery

Triangle Securities Wealth Management: EMR position timeline

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

Triangle Securities Wealth Management held 20,490 EMR 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 20,490 shares
    Change vs previous 13F -155 shares

    0.58% of the 13F portfolio, value $2,933,187.

    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 20,645 shares
    Change vs previous 13F -538 shares

    0.61% of the 13F portfolio, value $2,704,948.

    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 21,183 shares
    Change vs previous 13F -423 shares

    0.59% of the 13F portfolio, value $2,811,448.

    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 21,606 shares
    Change vs previous 13F -297 shares

    0.64% of the 13F portfolio, value $2,834,315.

    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 21,903 shares
    Change vs previous 13F +1,869 shares

    0.72% of the 13F portfolio, value $2,920,367.

    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 20,034 shares
    Change vs previous 13F -524 shares

    0.57% of the 13F portfolio, value $2,196,561.

    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 20,558 shares
    Change vs previous 13F -388 shares

    0.65% of the 13F portfolio, value $2,547,790.

    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 20,946 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $2,290,897.

    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).