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Disclosery

Triangle Securities Wealth Management: IUSB position timeline

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

Triangle Securities Wealth Management held 207,159 IUSB 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 207,159 shares
    Change vs previous 13F +7,495 shares

    1.9% of the 13F portfolio, value $9,560,368.

    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 199,664 shares
    Change vs previous 13F +4,549 shares

    2.09% of the 13F portfolio, value $9,222,482.

    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 195,115 shares
    Change vs previous 13F +4,184 shares

    1.91% of the 13F portfolio, value $9,080,664.

    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 190,931 shares
    Change vs previous 13F +2,787 shares

    2.02% of the 13F portfolio, value $8,918,407.

    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 188,144 shares
    Change vs previous 13F +62 shares

    2.14% of the 13F portfolio, value $8,697,889.

    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 188,082 shares
    Change vs previous 13F -1,699 shares

    2.23% of the 13F portfolio, value $8,666,833.

    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 189,781 shares
    Change vs previous 13F +5,112 shares

    2.2% of the 13F portfolio, value $8,578,095.

    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 184,669 shares
    Change vs previous 13F not available

    2.25% of the 13F portfolio, value $8,701,593.

    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).