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Disclosery

Triangle Securities Wealth Management: TFC position timeline

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

Triangle Securities Wealth Management held 16,081 TFC 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 16,081 shares
    Change vs previous 13F -3,427 shares

    0.16% of the 13F portfolio, value $801,164.

    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 19,508 shares
    Change vs previous 13F -1,558 shares

    0.2% of the 13F portfolio, value $896,806.

    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 21,066 shares
    Change vs previous 13F -1,495 shares

    0.22% of the 13F portfolio, value $1,036,653.

    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 22,561 shares
    Change vs previous 13F -2,307 shares

    0.23% of the 13F portfolio, value $1,031,499.

    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 24,868 shares
    Change vs previous 13F -25,933 shares

    0.26% of the 13F portfolio, value $1,069,055.

    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 50,801 shares
    Change vs previous 13F -5,731 shares

    0.54% of the 13F portfolio, value $2,090,444.

    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 56,532 shares
    Change vs previous 13F -1,699 shares

    0.63% of the 13F portfolio, value $2,452,356.

    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 58,231 shares
    Change vs previous 13F not available

    0.64% of the 13F portfolio, value $2,490,556.

    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).