Triad Wealth Partners, LLC: ABT position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Triad Wealth Partners, LLC on ABT, newest first. How the timeline and the estimate are built.
Triad Wealth Partners, LLC held 9,994 ABT shares at 2026-06-30 per its 13F-HR filed 2026-08-10.
the latest 13F is the newest step
- period ended2026-06-3013F 9,994 sharesChange vs previous 13F -744 shares
0.06% of the 13F portfolio, value $1,070,602.
13F-HR 0002012717-26-000004 filed by Triad Wealth Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 10,738 sharesChange vs previous 13F +415 shares
0.09% of the 13F portfolio, value $1,102,440.
13F-HR 0002012717-26-000003 filed by Triad Wealth Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 10,323 sharesChange vs previous 13F +987 shares
0.12% of the 13F portfolio, value $1,293,406.
13F-HR 0002012717-26-000002 filed by Triad Wealth Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 9,336 sharesChange vs previous 13F +2,090 shares
0.16% of the 13F portfolio, value $1,250,399.
13F-HR 0002012717-25-000007 filed by Triad Wealth Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 7,246 sharesChange vs previous 13F +1,460 shares
0.2% of the 13F portfolio, value $985,531.
13F-HR 0002012717-25-000005 filed by Triad Wealth Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 5,786 sharesChange vs previous 13F +4,013 shares
0.24% of the 13F portfolio, value $767,500.
13F-HR 0002012717-25-000003 filed by Triad Wealth Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 1,773 sharesChange vs previous 13F +1,773 shares
0.07% of the 13F portfolio, value $200,545.
13F-HR 0002012717-25-000001 filed by Triad Wealth Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 0 sharesChange vs previous 13F not available
13F-HR 0001835669-24-000009 filed by Triad Wealth Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.