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Disclosery

Triad Wealth Partners, LLC: DBA position timeline

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

Triad Wealth Partners, LLC held 8,406 DBA 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 8,406 shares
    Change vs previous 13F -126 shares

    0.01% of the 13F portfolio, value $233,603.

    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 8,532 shares
    Change vs previous 13F -1,319 shares

    0.02% of the 13F portfolio, value $233,094.

    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 9,851 shares
    Change vs previous 13F -3,334 shares

    0.02% of the 13F portfolio, value $251,398.

    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 13,185 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $352,831.

    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).