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Disclosery

Triangle Securities Wealth Management: SAMT position timeline

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

Triangle Securities Wealth Management held 256,588 SAMT 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 256,588 shares
    Change vs previous 13F -3,210 shares

    2.43% of the 13F portfolio, value $12,248,223.

    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 259,798 shares
    Change vs previous 13F -251 shares

    2.32% of the 13F portfolio, value $10,202,280.

    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 260,049 shares
    Change vs previous 13F -2,344 shares

    2.11% of the 13F portfolio, value $10,014,499.

    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 262,393 shares
    Change vs previous 13F -14,471 shares

    2.21% of the 13F portfolio, value $9,779,405.

    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 276,864 shares
    Change vs previous 13F +2,503 shares

    2.35% of the 13F portfolio, value $9,532,424.

    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 274,361 shares
    Change vs previous 13F -5,608 shares

    2.06% of the 13F portfolio, value $8,009,901.

    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 279,969 shares
    Change vs previous 13F -4,691 shares

    2.09% of the 13F portfolio, value $8,156,886.

    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 284,660 shares
    Change vs previous 13F not available

    2.04% of the 13F portfolio, value $7,899,948.

    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).