Skip to content
Disclosery

Triangle Securities Wealth Management: WFC position timeline

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

Triangle Securities Wealth Management held 32,176 WFC 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 32,176 shares
    Change vs previous 13F +446 shares

    0.53% of the 13F portfolio, value $2,659,025.

    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 31,730 shares
    Change vs previous 13F -34,226 shares

    0.57% of the 13F portfolio, value $2,526,045.

    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 65,956 shares
    Change vs previous 13F +32,307 shares

    1.23% of the 13F portfolio, value $5,831,453.

    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 33,649 shares
    Change vs previous 13F +3,750 shares

    0.64% of the 13F portfolio, value $2,820,481.

    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 29,899 shares
    Change vs previous 13F -4,708 shares

    0.59% of the 13F portfolio, value $2,395,492.

    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 34,607 shares
    Change vs previous 13F -454 shares

    0.64% of the 13F portfolio, value $2,484,470.

    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 35,061 shares
    Change vs previous 13F -630 shares

    0.63% of the 13F portfolio, value $2,462,719.

    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 35,691 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $2,016,203.

    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).