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Disclosery

Triad Wealth Partners, LLC: DFAC position timeline

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

Triad Wealth Partners, LLC held 313,350 DFAC 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 313,350 shares
    Change vs previous 13F +42,100 shares

    0.84% of the 13F portfolio, value $14,135,228.

    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 271,250 shares
    Change vs previous 13F +28,589 shares

    0.84% of the 13F portfolio, value $10,540,760.

    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 242,661 shares
    Change vs previous 13F +27,218 shares

    0.91% of the 13F portfolio, value $9,606,933.

    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 215,443 shares
    Change vs previous 13F +46,635 shares

    1.07% of the 13F portfolio, value $8,309,635.

    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 168,808 shares
    Change vs previous 13F +119,548 shares

    1.22% of the 13F portfolio, value $6,050,068.

    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 49,260 shares
    Change vs previous 13F +37,114 shares

    0.51% of the 13F portfolio, value $1,625,087.

    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 12,146 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $420,130.

    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).