Skip to content
Disclosery

Triad Wealth Partners, LLC: DFIC position timeline

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

Triad Wealth Partners, LLC held 170,798 DFIC 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 170,798 shares
    Change vs previous 13F +6,498 shares

    0.39% of the 13F portfolio, value $6,533,011.

    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 164,300 shares
    Change vs previous 13F +9,226 shares

    0.46% of the 13F portfolio, value $5,837,566.

    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 155,074 shares
    Change vs previous 13F +89,229 shares

    0.51% of the 13F portfolio, value $5,343,858.

    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 65,845 shares
    Change vs previous 13F +23,518 shares

    0.28% of the 13F portfolio, value $2,159,073.

    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 42,327 shares
    Change vs previous 13F +20,958 shares

    0.27% of the 13F portfolio, value $1,315,956.

    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 21,369 shares
    Change vs previous 13F +11,197 shares

    0.18% of the 13F portfolio, value $593,417.

    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 10,172 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $262,895.

    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).