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Disclosery

Triangle Securities Wealth Management: ROP position timeline

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

Triangle Securities Wealth Management held 0 ROP shares at 2026-03-31 per its 13F-HR filed 2026-04-20.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -1,473 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F 1,473 shares
    Change vs previous 13F -613 shares

    0.14% of the 13F portfolio, value $655,676.

    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).

  3. period ended2025-09-30
    13F 2,086 shares
    Change vs previous 13F -205 shares

    0.24% of the 13F portfolio, value $1,040,267.

    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).

  4. period ended2025-06-30
    13F 2,291 shares
    Change vs previous 13F -10 shares

    0.32% of the 13F portfolio, value $1,298,630.

    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).

  5. period ended2025-03-31
    13F 2,301 shares
    Change vs previous 13F -28 shares

    0.35% of the 13F portfolio, value $1,356,624.

    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).

  6. period ended2024-12-31
    13F 2,329 shares
    Change vs previous 13F -88 shares

    0.31% of the 13F portfolio, value $1,210,731.

    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).

  7. period ended2024-09-30
    13F 2,417 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $1,344,915.

    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).