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Triangle Securities Wealth Management

SEC CIK
0001541353
Latest filing
Jul 14, 2026

RJF holding history

Raymond James Financial Inc in every 13F filed by Triangle Securities Wealth Management, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

RJF overviewAll 13F holders of RJFFull Q2 2026 holdings

Shares (Q2 2022)
0
Sold out in Q2 2022
Value
$0
% of portfolio
0.0%
Quarters held
2
Since Q4 2021
Holdings of RJF by Triangle Securities Wealth Management, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20220$00.0%−1,820−100.0%Sold outHolders
Q1 20221,820$200.0K0.1%−297−14.0%ReducedHolders
Q4 20212,117$213.0K0.1%+2,117NewHolders