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CIK 0001541353 • 7 13F filings • Apr 10, 2025 – Oct 14, 2026
Import this data to Google Sheets with:
=jivedata("triangle-securities-wealth-management","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).
Past 5 quarters
| 13F-HR |
| 0001062993-25-016081 |
| $441.8M |
| View |
| Jul 14, 2026 | Q2 2026 | 13F-HR | 0001062993-26-003647 | $503.7M | View |
| Jul 10, 2025 | Q2 2025 | 13F-HR | 0001062993-25-012685 | $406.4M | View |
| Apr 20, 2026 | Q1 2026 | 13F-HR | 0001062993-26-002057 | $440.6M | View |
| Apr 10, 2025 | Q1 2025 | 13F-HR | 0001062993-25-007294 | $388.8M | View |