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Disclosery

Triangle Securities Wealth Management: ROST position timeline

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

Triangle Securities Wealth Management held 6,433 ROST 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 6,433 shares
    Change vs previous 13F -108 shares

    0.27% of the 13F portfolio, value $1,369,264.

    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 6,541 shares
    Change vs previous 13F -76 shares

    0.32% of the 13F portfolio, value $1,416,977.

    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 6,617 shares
    Change vs previous 13F -40 shares

    0.25% of the 13F portfolio, value $1,191,986.

    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 6,657 shares
    Change vs previous 13F -140 shares

    0.23% of the 13F portfolio, value $1,014,460.

    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 6,797 shares
    Change vs previous 13F -135 shares

    0.21% of the 13F portfolio, value $867,161.

    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 6,932 shares
    Change vs previous 13F +64 shares

    0.23% of the 13F portfolio, value $885,840.

    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 6,868 shares
    Change vs previous 13F -70 shares

    0.27% of the 13F portfolio, value $1,038,922.

    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 6,938 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $1,044,238.

    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).