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Triad Wealth Partners, LLC: BINC position timeline

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

Triad Wealth Partners, LLC held 181,518 BINC 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 181,518 shares
    Change vs previous 13F -59,360 shares

    0.56% of the 13F portfolio, value $9,411,702.

    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 240,878 shares
    Change vs previous 13F +33,445 shares

    0.99% of the 13F portfolio, value $12,508,796.

    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 207,433 shares
    Change vs previous 13F +41,369 shares

    1.04% of the 13F portfolio, value $10,946,245.

    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 166,064 shares
    Change vs previous 13F +8,449 shares

    1.14% of the 13F portfolio, value $8,841,233.

    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 157,615 shares
    Change vs previous 13F +31,261 shares

    1.68% of the 13F portfolio, value $8,328,356.

    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 126,354 shares
    Change vs previous 13F +29,120 shares

    2.06% of the 13F portfolio, value $6,618,398.

    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 97,234 shares
    Change vs previous 13F +47,774 shares

    1.83% of the 13F portfolio, value $5,058,125.

    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 49,460 shares
    Change vs previous 13F not available

    1.41% of the 13F portfolio, value $2,647,594.

    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).