Skip to content
Disclosery

Triangle Securities Wealth Management: NTRS position timeline

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

Triangle Securities Wealth Management held 4,373 NTRS 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 4,373 shares
    Change vs previous 13F -97 shares

    0.15% of the 13F portfolio, value $760,202.

    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 4,470 shares
    Change vs previous 13F -115 shares

    0.14% of the 13F portfolio, value $623,878.

    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 4,585 shares
    Change vs previous 13F -230 shares

    0.13% of the 13F portfolio, value $626,265.

    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 4,815 shares
    Change vs previous 13F -159 shares

    0.15% of the 13F portfolio, value $648,099.

    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 4,974 shares
    Change vs previous 13F -508 shares

    0.16% of the 13F portfolio, value $630,653.

    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 5,482 shares
    Change vs previous 13F -207 shares

    0.14% of the 13F portfolio, value $540,799.

    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 5,689 shares
    Change vs previous 13F -279 shares

    0.15% of the 13F portfolio, value $583,123.

    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 5,968 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $537,299.

    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).