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Disclosery

Triangle Securities Wealth Management: XLU position timeline

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

Triangle Securities Wealth Management held 23,766 XLU 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 23,766 shares
    Change vs previous 13F -32 shares

    0.21% of the 13F portfolio, value $1,077,538.

    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 23,798 shares
    Change vs previous 13F +3 shares

    0.25% of the 13F portfolio, value $1,092,067.

    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 23,795 shares
    Change vs previous 13F +11,898 shares

    0.21% of the 13F portfolio, value $1,015,814.

    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 11,897 shares
    Change vs previous 13F +1,687 shares

    0.23% of the 13F portfolio, value $1,037,497.

    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 10,210 shares
    Change vs previous 13F -1,972 shares

    0.21% of the 13F portfolio, value $833,781.

    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 12,182 shares
    Change vs previous 13F -244 shares

    0.25% of the 13F portfolio, value $960,568.

    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 12,426 shares
    Change vs previous 13F -75 shares

    0.24% of the 13F portfolio, value $940,524.

    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 12,501 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $1,009,831.

    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).