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Disclosery

Triad Wealth Partners, LLC: BBUS position timeline

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

Triad Wealth Partners, LLC held 38,218 BBUS 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 38,218 shares
    Change vs previous 13F +6 shares

    0.31% of the 13F portfolio, value $5,219,032.

    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 38,212 shares
    Change vs previous 13F +6,690 shares

    0.35% of the 13F portfolio, value $4,477,663.

    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 31,522 shares
    Change vs previous 13F +20,125 shares

    0.37% of the 13F portfolio, value $3,886,984.

    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 11,397 shares
    Change vs previous 13F +532 shares

    0.18% of the 13F portfolio, value $1,375,162.

    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 10,865 shares
    Change vs previous 13F +85 shares

    0.25% of the 13F portfolio, value $1,216,011.

    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 10,780 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $1,087,594.

    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).