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Triangle Securities Wealth Management: FNDF position timeline

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

Triangle Securities Wealth Management held 16,273 FNDF 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 16,273 shares
    Change vs previous 13F -74 shares

    0.17% of the 13F portfolio, value $858,538.

    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 16,347 shares
    Change vs previous 13F -301 shares

    0.18% of the 13F portfolio, value $799,875.

    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 16,648 shares
    Change vs previous 13F +1,305 shares

    0.16% of the 13F portfolio, value $752,636.

    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 15,343 shares
    Change vs previous 13F +242 shares

    0.15% of the 13F portfolio, value $659,149.

    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 15,101 shares
    Change vs previous 13F -3,531 shares

    0.15% of the 13F portfolio, value $604,326.

    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 18,632 shares
    Change vs previous 13F +7,227 shares

    0.17% of the 13F portfolio, value $673,372.

    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 11,405 shares
    Change vs previous 13F +4,358 shares

    0.1% of the 13F portfolio, value $378,770.

    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 7,047 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $263,360.

    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).