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Disclosery

Triangle Securities Wealth Management: VYM position timeline

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

Triangle Securities Wealth Management held 28,357 VYM 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 28,357 shares
    Change vs previous 13F -290 shares

    0.89% of the 13F portfolio, value $4,481,227.

    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 28,647 shares
    Change vs previous 13F -527 shares

    0.96% of the 13F portfolio, value $4,242,619.

    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 29,174 shares
    Change vs previous 13F +590 shares

    0.88% of the 13F portfolio, value $4,186,999.

    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 28,584 shares
    Change vs previous 13F +1,692 shares

    0.91% of the 13F portfolio, value $4,028,950.

    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 26,892 shares
    Change vs previous 13F -1,783 shares

    0.88% of the 13F portfolio, value $3,584,915.

    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 28,675 shares
    Change vs previous 13F +453 shares

    0.95% of the 13F portfolio, value $3,697,879.

    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 28,222 shares
    Change vs previous 13F +876 shares

    0.92% of the 13F portfolio, value $3,600,875.

    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 27,346 shares
    Change vs previous 13F not available

    0.91% of the 13F portfolio, value $3,505,711.

    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).