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Disclosery

Triangle Securities Wealth Management: VT position timeline

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

Triangle Securities Wealth Management held 11,296 VT 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 11,296 shares
    Change vs previous 13F -188 shares

    0.35% of the 13F portfolio, value $1,772,947.

    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 11,484 shares
    Change vs previous 13F -332 shares

    0.36% of the 13F portfolio, value $1,588,450.

    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 11,816 shares
    Change vs previous 13F -45 shares

    0.35% of the 13F portfolio, value $1,666,769.

    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 11,861 shares
    Change vs previous 13F -528 shares

    0.37% of the 13F portfolio, value $1,634,499.

    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 12,389 shares
    Change vs previous 13F +157 shares

    0.39% of the 13F portfolio, value $1,592,294.

    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 12,232 shares
    Change vs previous 13F +287 shares

    0.36% of the 13F portfolio, value $1,418,299.

    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 11,945 shares
    Change vs previous 13F -677 shares

    0.36% of the 13F portfolio, value $1,403,343.

    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 12,622 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $1,510,841.

    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).