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Disclosery

Triangle Securities Wealth Management: WMT position timeline

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

Triangle Securities Wealth Management held 12,472 WMT 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 12,472 shares
    Change vs previous 13F -390 shares

    0.28% of the 13F portfolio, value $1,412,531.

    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 12,862 shares
    Change vs previous 13F -137 shares

    0.36% of the 13F portfolio, value $1,598,437.

    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 12,999 shares
    Change vs previous 13F -206 shares

    0.31% of the 13F portfolio, value $1,448,172.

    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 13,205 shares
    Change vs previous 13F +1,950 shares

    0.31% of the 13F portfolio, value $1,360,864.

    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 11,255 shares
    Change vs previous 13F -2,387 shares

    0.27% of the 13F portfolio, value $1,100,473.

    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 13,642 shares
    Change vs previous 13F -13 shares

    0.31% of the 13F portfolio, value $1,197,594.

    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 13,655 shares
    Change vs previous 13F -225 shares

    0.32% of the 13F portfolio, value $1,233,691.

    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 13,880 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $1,120,776.

    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).