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Triad Wealth Partners, LLC: BUFR position timeline

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

Triad Wealth Partners, LLC held 895,856 BUFR 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 895,856 shares
    Change vs previous 13F -47,482 shares

    1.97% of the 13F portfolio, value $33,164,598.

    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 943,338 shares
    Change vs previous 13F -100,761 shares

    2.52% of the 13F portfolio, value $31,856,533.

    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 1,044,099 shares
    Change vs previous 13F +64,612 shares

    3.4% of the 13F portfolio, value $35,770,840.

    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 979,487 shares
    Change vs previous 13F +924,811 shares

    4.22% of the 13F portfolio, value $32,734,447.

    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 54,676 shares
    Change vs previous 13F +44,035 shares

    0.35% of the 13F portfolio, value $1,738,697.

    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 10,641 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $315,931.

    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).