Triangle Securities Wealth Management: SAGP position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Triangle Securities Wealth Management on SAGP, newest first. How the timeline and the estimate are built.
Triangle Securities Wealth Management held 72,141 SAGP shares at 2026-06-30 per its 13F-HR filed 2026-07-14.
the latest 13F is the newest step
- period ended2026-06-3013F 72,141 sharesChange vs previous 13F -2,347 shares
0.51% of the 13F portfolio, value $2,561,049.
13F-HR 0001062993-26-003647 filed by Triangle Securities Wealth Management
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 74,488 sharesChange vs previous 13F -160 shares
0.58% of the 13F portfolio, value $2,555,946.
13F-HR 0001062993-26-002057 filed by Triangle Securities Wealth Management
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 74,648 sharesChange vs previous 13F -2,579 shares
0.53% of the 13F portfolio, value $2,529,243.
13F-HR 0001062993-26-000212 filed by Triangle Securities Wealth Management
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 77,227 sharesChange vs previous 13F -3,292 shares
0.6% of the 13F portfolio, value $2,659,171.
13F-HR 0001062993-25-016081 filed by Triangle Securities Wealth Management
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 80,519 sharesChange vs previous 13F -559 shares
0.65% of the 13F portfolio, value $2,654,258.
13F-HR 0001062993-25-012685 filed by Triangle Securities Wealth Management
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 81,078 sharesChange vs previous 13F +1,456 shares
0.63% of the 13F portfolio, value $2,445,698.
13F-HR 0001062993-25-007294 filed by Triangle Securities Wealth Management
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 79,622 sharesChange vs previous 13F +20 shares
0.58% of the 13F portfolio, value $2,268,253.
13F-HR 0001062993-25-000798 filed by Triangle Securities Wealth Management
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 79,602 sharesChange vs previous 13F not available
0.62% of the 13F portfolio, value $2,393,319.
13F-HR 0001062993-24-019067 filed by Triangle Securities Wealth Management
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).