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Triad Wealth Partners, LLC: BUFD position timeline

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

Triad Wealth Partners, LLC held 80,248 BUFD 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 80,248 shares
    Change vs previous 13F -82,884 shares

    0.14% of the 13F portfolio, value $2,412,255.

    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 163,132 shares
    Change vs previous 13F -97,980 shares

    0.36% of the 13F portfolio, value $4,567,696.

    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 261,112 shares
    Change vs previous 13F +242,159 shares

    0.7% of the 13F portfolio, value $7,373,803.

    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 18,953 shares
    Change vs previous 13F -5,569 shares

    0.07% of the 13F portfolio, value $523,861.

    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 24,522 shares
    Change vs previous 13F +14,712 shares

    0.13% of the 13F portfolio, value $651,304.

    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 9,810 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $244,759.

    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).