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Disclosery

Triangle Securities Wealth Management: SDY position timeline

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

Triangle Securities Wealth Management held 4,690 SDY 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 4,690 shares
    Change vs previous 13F +1 shares

    0.14% of the 13F portfolio, value $713,741.

    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 4,689 shares
    Change vs previous 13F -164 shares

    0.16% of the 13F portfolio, value $684,288.

    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 4,853 shares
    Change vs previous 13F -68 shares

    0.14% of the 13F portfolio, value $675,294.

    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 4,921 shares
    Change vs previous 13F -114 shares

    0.16% of the 13F portfolio, value $689,216.

    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 5,035 shares
    Change vs previous 13F -999 shares

    0.17% of the 13F portfolio, value $683,400.

    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 6,034 shares
    Change vs previous 13F -365 shares

    0.21% of the 13F portfolio, value $818,646.

    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 6,399 shares
    Change vs previous 13F -24 shares

    0.22% of the 13F portfolio, value $845,372.

    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 6,423 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $912,324.

    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).