Triangle Securities Wealth Management: JSML position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Triangle Securities Wealth Management on JSML, newest first. How the timeline and the estimate are built.
Triangle Securities Wealth Management held 89,479 JSML shares at 2026-06-30 per its 13F-HR filed 2026-07-14.
the latest 13F is the newest step
- period ended2026-06-3013F 89,479 sharesChange vs previous 13F +5,023 shares
1.65% of the 13F portfolio, value $8,326,486.
13F-HR 0001062993-26-003647 filed by Triangle Securities Wealth Management
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 84,456 sharesChange vs previous 13F +6,095 shares
1.34% of the 13F portfolio, value $5,914,454.
13F-HR 0001062993-26-002057 filed by Triangle Securities Wealth Management
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 78,361 sharesChange vs previous 13F +9,734 shares
1.22% of the 13F portfolio, value $5,764,562.
13F-HR 0001062993-26-000212 filed by Triangle Securities Wealth Management
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 68,627 sharesChange vs previous 13F +1,026 shares
1.16% of the 13F portfolio, value $5,131,773.
13F-HR 0001062993-25-016081 filed by Triangle Securities Wealth Management
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 67,601 sharesChange vs previous 13F -2,845 shares
1.12% of the 13F portfolio, value $4,559,719.
13F-HR 0001062993-25-012685 filed by Triangle Securities Wealth Management
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 70,446 sharesChange vs previous 13F +50,937 shares
1.1% of the 13F portfolio, value $4,287,335.
13F-HR 0001062993-25-007294 filed by Triangle Securities Wealth Management
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 19,509 sharesChange vs previous 13F +2,656 shares
0.33% of the 13F portfolio, value $1,278,824.
13F-HR 0001062993-25-000798 filed by Triangle Securities Wealth Management
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 16,853 sharesChange vs previous 13F not available
0.28% of the 13F portfolio, value $1,102,215.
13F-HR 0001062993-24-019067 filed by Triangle Securities Wealth Management
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).