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Triad Investment Management: MAX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Triad Investment Management on MAX, newest first. How the timeline and the estimate are built.

Triad Investment Management held 324,382 MAX shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 324,382 shares
    Change vs previous 13F -44,349 shares

    4.12% of the 13F portfolio, value $3,104,336.

    13F-HR 0001615717-26-000007 filed by Triad Investment Management
    Accepted , ingested

  2. period ended2026-06-30
    13F 368,731 shares
    Change vs previous 13F +34,867 shares

    5.11% of the 13F portfolio, value $4,634,949.

    13F-HR 0001615717-26-000005 filed by Triad Investment Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F/A 333,864 shares
    Change vs previous 13F +58,427 shares

    3.67% of the 13F portfolio, value $3,104,935.

    13F-HR/A 0001615717-26-000004 filed by Triad Investment Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 275,437 shares
    Change vs previous 13F not available

    3.61% of the 13F portfolio, value $3,566,909.

    13F-HR 0001615717-26-000002 filed by Triad Investment Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).