Skip to content
Disclosery

Triad Wealth Partners, LLC: AAPL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Triad Wealth Partners, LLC on AAPL, newest first. How the timeline and the estimate are built.

Triad Wealth Partners, LLC held 100,693 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 100,693 shares
    Change vs previous 13F +21,598 shares

    1.81% of the 13F portfolio, value $30,552,386.

    13F-HR 0002012717-26-000004 filed by Triad Wealth Partners, LLC
    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 79,095 shares
    Change vs previous 13F +6,258 shares

    1.59% of the 13F portfolio, value $20,073,507.

    13F-HR 0002012717-26-000003 filed by Triad Wealth Partners, LLC
    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 72,837 shares
    Change vs previous 13F +17,493 shares

    1.88% of the 13F portfolio, value $19,801,527.

    13F-HR 0002012717-26-000002 filed by Triad Wealth Partners, LLC
    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 55,344 shares
    Change vs previous 13F +25,042 shares

    1.82% of the 13F portfolio, value $14,092,209.

    13F-HR 0002012717-25-000007 filed by Triad Wealth Partners, LLC
    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 30,302 shares
    Change vs previous 13F +5,202 shares

    1.26% of the 13F portfolio, value $6,217,152.

    13F-HR 0002012717-25-000005 filed by Triad Wealth Partners, LLC
    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 25,100 shares
    Change vs previous 13F +1,564 shares

    1.73% of the 13F portfolio, value $5,575,551.

    13F-HR 0002012717-25-000003 filed by Triad Wealth Partners, LLC
    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 23,536 shares
    Change vs previous 13F +4,740 shares

    2.13% of the 13F portfolio, value $5,893,821.

    13F-HR 0002012717-25-000001 filed by Triad Wealth Partners, LLC
    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 18,796 shares
    Change vs previous 13F not available

    2.33% of the 13F portfolio, value $4,379,481.

    13F-HR 0001835669-24-000009 filed by Triad Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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