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Disclosery

Triangle Securities Wealth Management: FBND position timeline

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

Triangle Securities Wealth Management held 113,168 FBND 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 113,168 shares
    Change vs previous 13F +9,459 shares

    1.02% of the 13F portfolio, value $5,148,008.

    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 103,709 shares
    Change vs previous 13F +8,319 shares

    1.07% of the 13F portfolio, value $4,731,221.

    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 95,390 shares
    Change vs previous 13F +4,038 shares

    0.93% of the 13F portfolio, value $4,391,777.

    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 91,352 shares
    Change vs previous 13F +1,311 shares

    0.96% of the 13F portfolio, value $4,224,107.

    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 90,041 shares
    Change vs previous 13F +28,574 shares

    1.01% of the 13F portfolio, value $4,119,385.

    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 61,467 shares
    Change vs previous 13F +19,390 shares

    0.72% of the 13F portfolio, value $2,805,954.

    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 42,077 shares
    Change vs previous 13F +13,964 shares

    0.48% of the 13F portfolio, value $1,887,974.

    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 28,113 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $1,314,010.

    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).