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Triangle Securities Wealth Management: SLYV position timeline

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

Triangle Securities Wealth Management held 124,315 SLYV 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 124,315 shares
    Change vs previous 13F +34 shares

    2.69% of the 13F portfolio, value $13,563,982.

    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 124,281 shares
    Change vs previous 13F -534 shares

    2.67% of the 13F portfolio, value $11,754,474.

    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 124,815 shares
    Change vs previous 13F +1,431 shares

    2.39% of the 13F portfolio, value $11,354,462.

    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 123,384 shares
    Change vs previous 13F +529 shares

    2.48% of the 13F portfolio, value $10,938,016.

    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 122,855 shares
    Change vs previous 13F -2,282 shares

    2.41% of the 13F portfolio, value $9,798,923.

    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 125,137 shares
    Change vs previous 13F +823 shares

    2.52% of the 13F portfolio, value $9,810,740.

    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 124,314 shares
    Change vs previous 13F -598 shares

    2.78% of the 13F portfolio, value $10,846,389.

    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 124,912 shares
    Change vs previous 13F not available

    2.8% of the 13F portfolio, value $10,844,856.

    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).