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Triangle Securities Wealth Management: RIO position timeline

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

Triangle Securities Wealth Management held 6,144 RIO 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 6,144 shares
    Change vs previous 13F -123 shares

    0.12% of the 13F portfolio, value $583,223.

    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 6,267 shares
    Change vs previous 13F -52 shares

    0.13% of the 13F portfolio, value $584,679.

    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 6,319 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $505,736.

    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 6,319 shares
    Change vs previous 13F -206 shares

    0.09% of the 13F portfolio, value $417,139.

    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 6,525 shares
    Change vs previous 13F -808 shares

    0.09% of the 13F portfolio, value $380,608.

    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 7,333 shares
    Change vs previous 13F -1,751 shares

    0.11% of the 13F portfolio, value $440,571.

    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 9,084 shares
    Change vs previous 13F -1,170 shares

    0.14% of the 13F portfolio, value $534,234.

    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 10,254 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $729,782.

    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).