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Disclosery

Triangle Securities Wealth Management: GS position timeline

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

Triangle Securities Wealth Management held 6,529 GS 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 6,529 shares
    Change vs previous 13F -120 shares

    1.31% of the 13F portfolio, value $6,603,235.

    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 6,649 shares
    Change vs previous 13F -29 shares

    1.28% of the 13F portfolio, value $5,624,988.

    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 6,678 shares
    Change vs previous 13F -202 shares

    1.24% of the 13F portfolio, value $5,869,962.

    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 6,880 shares
    Change vs previous 13F -6,598 shares

    1.24% of the 13F portfolio, value $5,478,888.

    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 13,478 shares
    Change vs previous 13F +6,401 shares

    2.07% of the 13F portfolio, value $8,396,402.

    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 7,077 shares
    Change vs previous 13F -370 shares

    0.99% of the 13F portfolio, value $3,866,094.

    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 7,447 shares
    Change vs previous 13F -195 shares

    1.09% of the 13F portfolio, value $4,264,301.

    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 7,642 shares
    Change vs previous 13F not available

    0.98% of the 13F portfolio, value $3,783,631.

    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).