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Disclosery

Triangle Securities Wealth Management: IJR position timeline

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

Triangle Securities Wealth Management held 75,467 IJR 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 75,467 shares
    Change vs previous 13F +910 shares

    2.22% of the 13F portfolio, value $11,192,475.

    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 74,557 shares
    Change vs previous 13F +2,795 shares

    2.1% of the 13F portfolio, value $9,268,194.

    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 71,762 shares
    Change vs previous 13F +5,111 shares

    1.82% of the 13F portfolio, value $8,624,335.

    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 66,651 shares
    Change vs previous 13F +2,215 shares

    1.79% of the 13F portfolio, value $7,920,167.

    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 64,436 shares
    Change vs previous 13F +895 shares

    1.73% of the 13F portfolio, value $7,042,189.

    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 63,541 shares
    Change vs previous 13F +3,883 shares

    1.71% of the 13F portfolio, value $6,644,430.

    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 59,658 shares
    Change vs previous 13F +480 shares

    1.76% of the 13F portfolio, value $6,873,775.

    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 59,178 shares
    Change vs previous 13F not available

    1.79% of the 13F portfolio, value $6,921,461.

    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).