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Disclosery

Triad Wealth Partners, LLC: BOXX position timeline

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

Triad Wealth Partners, LLC held 33,906 BOXX 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 33,906 shares
    Change vs previous 13F +11,694 shares

    0.24% of the 13F portfolio, value $3,990,736.

    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 22,212 shares
    Change vs previous 13F -14,656 shares

    0.2% of the 13F portfolio, value $2,583,033.

    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 36,868 shares
    Change vs previous 13F +20,068 shares

    0.4% of the 13F portfolio, value $4,243,507.

    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 16,800 shares
    Change vs previous 13F +3,205 shares

    0.25% of the 13F portfolio, value $1,912,848.

    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 13,595 shares
    Change vs previous 13F +4,300 shares

    0.31% of the 13F portfolio, value $1,531,885.

    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 9,295 shares
    Change vs previous 13F +3,244 shares

    0.32% of the 13F portfolio, value $1,036,300.

    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 6,051 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $667,304.

    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).