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Triangle Securities Wealth Management: SJM position timeline

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

Triangle Securities Wealth Management held 2,577 SJM 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 2,577 shares
    Change vs previous 13F +80 shares

    0.06% of the 13F portfolio, value $289,913.

    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 2,497 shares
    Change vs previous 13F -270 shares

    0.05% of the 13F portfolio, value $240,811.

    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 2,767 shares
    Change vs previous 13F -395 shares

    0.06% of the 13F portfolio, value $270,640.

    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 3,162 shares
    Change vs previous 13F +550 shares

    0.08% of the 13F portfolio, value $343,393.

    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 2,612 shares
    Change vs previous 13F +610 shares

    0.06% of the 13F portfolio, value $256,498.

    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 2,002 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $237,057.

    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).