Skip to content
Disclosery

Triad Wealth Partners, LLC: BND position timeline

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

Triad Wealth Partners, LLC held 103,030 BND 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 103,030 shares
    Change vs previous 13F -420 shares

    0.44% of the 13F portfolio, value $7,433,614.

    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 103,450 shares
    Change vs previous 13F -6,021 shares

    0.6% of the 13F portfolio, value $7,618,033.

    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 109,471 shares
    Change vs previous 13F +37,554 shares

    0.77% of the 13F portfolio, value $8,108,510.

    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 71,917 shares
    Change vs previous 13F +4,579 shares

    0.69% of the 13F portfolio, value $5,348,446.

    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 67,338 shares
    Change vs previous 13F +22,547 shares

    1% of the 13F portfolio, value $4,958,129.

    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 44,791 shares
    Change vs previous 13F -14,133 shares

    1.02% of the 13F portfolio, value $3,289,886.

    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 58,924 shares
    Change vs previous 13F -110,265 shares

    1.53% of the 13F portfolio, value $4,237,217.

    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 169,189 shares
    Change vs previous 13F not available

    6.76% of the 13F portfolio, value $12,707,788.

    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).