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Triad Wealth Partners, LLC: DFSV position timeline

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

Triad Wealth Partners, LLC held 56,491 DFSV 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 56,491 shares
    Change vs previous 13F +11,167 shares

    0.13% of the 13F portfolio, value $2,267,550.

    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 45,324 shares
    Change vs previous 13F +728 shares

    0.13% of the 13F portfolio, value $1,588,158.

    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 44,596 shares
    Change vs previous 13F +654 shares

    0.14% of the 13F portfolio, value $1,466,773.

    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 43,942 shares
    Change vs previous 13F +4,245 shares

    0.18% of the 13F portfolio, value $1,399,110.

    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 39,697 shares
    Change vs previous 13F +19,645 shares

    0.24% of the 13F portfolio, value $1,168,272.

    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 20,052 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $564,459.

    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).