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Triangle Securities Wealth Management: IMCG position timeline

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

Triangle Securities Wealth Management held 4,824 IMCG 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 4,824 shares
    Change vs previous 13F +145 shares

    0.09% of the 13F portfolio, value $474,156.

    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 4,679 shares
    Change vs previous 13F +794 shares

    0.08% of the 13F portfolio, value $368,579.

    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 3,885 shares
    Change vs previous 13F +1,313 shares

    0.07% of the 13F portfolio, value $310,146.

    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 2,572 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $212,774.

    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).