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Triad Wealth Partners, LLC: CLOA position timeline

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

Triad Wealth Partners, LLC held 65,841 CLOA 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 65,841 shares
    Change vs previous 13F -48,169 shares

    0.2% of the 13F portfolio, value $3,409,890.

    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 114,010 shares
    Change vs previous 13F +54,331 shares

    0.47% of the 13F portfolio, value $5,909,722.

    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 59,679 shares
    Change vs previous 13F +34,778 shares

    0.29% of the 13F portfolio, value $3,088,052.

    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 24,901 shares
    Change vs previous 13F +5,547 shares

    0.17% of the 13F portfolio, value $1,293,997.

    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 19,354 shares
    Change vs previous 13F +11,051 shares

    0.2% of the 13F portfolio, value $1,004,865.

    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 8,303 shares
    Change vs previous 13F -871 shares

    0.13% of the 13F portfolio, value $429,929.

    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 9,174 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $474,937.

    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).