SEC 13F Intelligence

Triangle Securities Wealth Management / TPYP

Triangle Securities Wealth Management’s Tortoise Capital Series Trus Position

Does Triangle Securities Wealth Management own Tortoise Capital Series Trus (TPYP)? Yes — 224.8K shares worth $9M (+1.87% of its 13F portfolio) as of Q2 2026, down from 227.1K shares the prior filed quarter.

Position Value
$9M
Q2 2026
Shares
224.8K
% of Portfolio
+1.87%
Quarters Held
5
currently held

Position History TPYP

Reported value by quarter
Q2 ’25: $8MQ2 ’25Q3 ’25: $8MQ3 ’25Q4 ’25: $8MQ4 ’25Q1 ’26: $10MQ1 ’26Q2 ’26: $9MQ2 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q2 2026224.8K$9M+1.87%
Q1 2026227.1K$10M+2.18%
Q4 2025226.8K$8M+1.69%
Q3 2025229.4K$8M+1.89%
Q2 2025233.0K$8M+2.05%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Triangle Securities Wealth Management’s full portfolio or all institutional holders of TPYP.