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Triad Wealth Partners, LLC: BBAG position timeline

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

Triad Wealth Partners, LLC held 49,531 BBAG 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 49,531 shares
    Change vs previous 13F -8,023 shares

    0.13% of the 13F portfolio, value $2,233,344.

    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 57,554 shares
    Change vs previous 13F -651 shares

    0.21% of the 13F portfolio, value $2,656,670.

    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 58,205 shares
    Change vs previous 13F +12,955 shares

    0.26% of the 13F portfolio, value $2,701,889.

    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 45,250 shares
    Change vs previous 13F -2,620 shares

    0.27% of the 13F portfolio, value $2,111,821.

    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 47,870 shares
    Change vs previous 13F -7,124 shares

    0.45% of the 13F portfolio, value $2,210,158.

    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 54,994 shares
    Change vs previous 13F +6,721 shares

    0.79% of the 13F portfolio, value $2,535,773.

    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 48,273 shares
    Change vs previous 13F not available

    0.79% of the 13F portfolio, value $2,180,974.

    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).