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Disclosery

Triangle Securities Wealth Management: PM position timeline

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

Triangle Securities Wealth Management held 4,888 PM 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 4,888 shares
    Change vs previous 13F -242 shares

    0.18% of the 13F portfolio, value $884,288.

    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 5,130 shares
    Change vs previous 13F -27 shares

    0.19% of the 13F portfolio, value $848,194.

    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 5,157 shares
    Change vs previous 13F -768 shares

    0.17% of the 13F portfolio, value $827,183.

    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 5,925 shares
    Change vs previous 13F +566 shares

    0.22% of the 13F portfolio, value $961,035.

    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 5,359 shares
    Change vs previous 13F -2,013 shares

    0.24% of the 13F portfolio, value $976,035.

    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 7,372 shares
    Change vs previous 13F -25 shares

    0.3% of the 13F portfolio, value $1,170,158.

    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 7,397 shares
    Change vs previous 13F -111 shares

    0.23% of the 13F portfolio, value $890,229.

    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 7,508 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $911,471.

    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).