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Disclosery

Triad Wealth Partners, LLC: BALI position timeline

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

Triad Wealth Partners, LLC held 108,036 BALI 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 108,036 shares
    Change vs previous 13F +20,602 shares

    0.22% of the 13F portfolio, value $3,708,875.

    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 87,434 shares
    Change vs previous 13F +20,128 shares

    0.21% of the 13F portfolio, value $2,693,829.

    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 67,306 shares
    Change vs previous 13F +16,222 shares

    0.2% of the 13F portfolio, value $2,132,257.

    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 51,084 shares
    Change vs previous 13F +14,786 shares

    0.21% of the 13F portfolio, value $1,621,421.

    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 36,298 shares
    Change vs previous 13F +19,344 shares

    0.22% of the 13F portfolio, value $1,092,947.

    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 16,954 shares
    Change vs previous 13F +7,418 shares

    0.15% of the 13F portfolio, value $488,092.

    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 9,536 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $288,465.

    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).