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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

  1. period ended2026-06-30
    13F 89,479 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 84,456 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 78,361 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 68,627 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 67,601 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 70,446 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 19,509 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 16,853 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).