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Disclosery

Triangle Securities Wealth Management: VHT position timeline

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

Triangle Securities Wealth Management held 4,825 VHT 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 4,825 shares
    Change vs previous 13F -76 shares

    0.29% of the 13F portfolio, value $1,442,790.

    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 4,901 shares
    Change vs previous 13F +261 shares

    0.3% of the 13F portfolio, value $1,334,628.

    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 4,640 shares
    Change vs previous 13F +309 shares

    0.28% of the 13F portfolio, value $1,335,703.

    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 4,331 shares
    Change vs previous 13F -88 shares

    0.25% of the 13F portfolio, value $1,124,455.

    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 4,419 shares
    Change vs previous 13F +253 shares

    0.27% of the 13F portfolio, value $1,097,393.

    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 4,166 shares
    Change vs previous 13F +58 shares

    0.28% of the 13F portfolio, value $1,102,996.

    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 4,108 shares
    Change vs previous 13F +2,065 shares

    0.27% of the 13F portfolio, value $1,042,203.

    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 2,043 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $576,557.

    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).