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Disclosery

Triangle Securities Wealth Management: VCR position timeline

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

Triangle Securities Wealth Management held 12,296 VCR 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 12,296 shares
    Change vs previous 13F +268 shares

    0.97% of the 13F portfolio, value $4,876,632.

    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 12,028 shares
    Change vs previous 13F -99 shares

    0.98% of the 13F portfolio, value $4,318,248.

    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 12,127 shares
    Change vs previous 13F -150 shares

    1.01% of the 13F portfolio, value $4,777,174.

    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 12,277 shares
    Change vs previous 13F +23 shares

    1.1% of the 13F portfolio, value $4,863,541.

    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 12,254 shares
    Change vs previous 13F -556 shares

    1.09% of the 13F portfolio, value $4,439,791.

    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 12,810 shares
    Change vs previous 13F -423 shares

    1.07% of the 13F portfolio, value $4,169,628.

    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 13,233 shares
    Change vs previous 13F -376 shares

    1.27% of the 13F portfolio, value $4,967,477.

    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 13,609 shares
    Change vs previous 13F not available

    1.2% of the 13F portfolio, value $4,633,454.

    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).