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Disclosery

Triad Wealth Partners, LLC: DFGP position timeline

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

Triad Wealth Partners, LLC held 20,517 DFGP 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 20,517 shares
    Change vs previous 13F -2,714 shares

    0.06% of the 13F portfolio, value $1,096,324.

    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 23,231 shares
    Change vs previous 13F +3,135 shares

    0.1% of the 13F portfolio, value $1,254,242.

    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 20,096 shares
    Change vs previous 13F +4,644 shares

    0.1% of the 13F portfolio, value $1,086,591.

    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 15,452 shares
    Change vs previous 13F +1,867 shares

    0.11% of the 13F portfolio, value $858,668.

    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 13,585 shares
    Change vs previous 13F +6,118 shares

    0.15% of the 13F portfolio, value $740,247.

    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 7,467 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $398,962.

    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).