Skip to content
Disclosery

Triangle Securities Wealth Management: IJH position timeline

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

Triangle Securities Wealth Management held 150,450 IJH 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 150,450 shares
    Change vs previous 13F +1,834 shares

    2.3% of the 13F portfolio, value $11,601,182.

    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 148,616 shares
    Change vs previous 13F -128,151 shares

    2.28% of the 13F portfolio, value $10,036,016.

    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 276,767 shares
    Change vs previous 13F +145,707 shares

    3.83% of the 13F portfolio, value $18,169,638.

    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 131,060 shares
    Change vs previous 13F +4,674 shares

    1.94% of the 13F portfolio, value $8,552,948.

    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 126,386 shares
    Change vs previous 13F +3,418 shares

    1.93% of the 13F portfolio, value $7,838,488.

    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 122,968 shares
    Change vs previous 13F +7,885 shares

    1.85% of the 13F portfolio, value $7,175,189.

    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 115,083 shares
    Change vs previous 13F +4,555 shares

    1.84% of the 13F portfolio, value $7,170,851.

    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 110,528 shares
    Change vs previous 13F not available

    1.78% of the 13F portfolio, value $6,888,085.

    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).