Skip to content
Disclosery

Triad Wealth Partners, LLC: DFAS position timeline

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

Triad Wealth Partners, LLC held 3,254 DFAS 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 3,254 shares
    Change vs previous 13F -44 shares

    0.02% of the 13F portfolio, value $267,828.

    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 3,298 shares
    Change vs previous 13F -538 shares

    0.02% of the 13F portfolio, value $234,590.

    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 3,836 shares
    Change vs previous 13F -192 shares

    0.03% of the 13F portfolio, value $267,233.

    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 4,028 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $275,731.

    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).