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Disclosery

Triangle Securities Wealth Management: SCHA position timeline

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

Triangle Securities Wealth Management held 107,964 SCHA 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 107,964 shares
    Change vs previous 13F -5,251 shares

    0.77% of the 13F portfolio, value $3,900,756.

    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 113,215 shares
    Change vs previous 13F -3,741 shares

    0.75% of the 13F portfolio, value $3,292,285.

    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 116,956 shares
    Change vs previous 13F +1,528 shares

    0.7% of the 13F portfolio, value $3,330,912.

    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 115,428 shares
    Change vs previous 13F +660 shares

    0.73% of the 13F portfolio, value $3,220,432.

    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 114,768 shares
    Change vs previous 13F +10,442 shares

    0.71% of the 13F portfolio, value $2,903,633.

    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 104,326 shares
    Change vs previous 13F +2,565 shares

    0.63% of the 13F portfolio, value $2,444,359.

    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 101,761 shares
    Change vs previous 13F +52,433 shares

    0.67% of the 13F portfolio, value $2,631,532.

    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 49,328 shares
    Change vs previous 13F not available

    0.66% of the 13F portfolio, value $2,540,410.

    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).