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Triangle Securities Wealth Management: SLB position timeline

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

Triangle Securities Wealth Management held 14,668 SLB 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 14,668 shares
    Change vs previous 13F -75 shares

    0.14% of the 13F portfolio, value $681,915.

    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 14,743 shares
    Change vs previous 13F -185 shares

    0.17% of the 13F portfolio, value $757,643.

    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 14,928 shares
    Change vs previous 13F -454 shares

    0.12% of the 13F portfolio, value $572,937.

    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 15,382 shares
    Change vs previous 13F -2,197 shares

    0.12% of the 13F portfolio, value $528,679.

    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 17,579 shares
    Change vs previous 13F -1,599 shares

    0.15% of the 13F portfolio, value $594,170.

    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 19,178 shares
    Change vs previous 13F -263 shares

    0.21% of the 13F portfolio, value $801,640.

    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 19,441 shares
    Change vs previous 13F -398 shares

    0.19% of the 13F portfolio, value $745,368.

    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 19,839 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $832,246.

    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).