Triad Wealth Partners, LLC: DFUS position timeline

Triad Wealth Partners, LLC held 16,073 DFUS 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 16,073 shares

   Change vs previous 13F -709 shares

   0.08% of the 13F portfolio, value $1,330,687.

   13F-HR 0002012717-26-000004 filed by Triad Wealth Partners, LLC
   Filed 2026-08-10 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 16,782 shares

   Change vs previous 13F -1,357 shares

   0.09% of the 13F portfolio, value $1,190,041.

   13F-HR 0002012717-26-000003 filed by Triad Wealth Partners, LLC
   Filed 2026-04-16 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 18,139 shares

   Change vs previous 13F +127 shares

   0.13% of the 13F portfolio, value $1,345,400.

   13F-HR 0002012717-26-000002 filed by Triad Wealth Partners, LLC
   Filed 2026-01-22 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 18,012 shares

   Change vs previous 13F +378 shares

   0.17% of the 13F portfolio, value $1,304,804.

   13F-HR 0002012717-25-000007 filed by Triad Wealth Partners, LLC
   Filed 2025-10-30 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 17,634 shares

   Change vs previous 13F not available

   0.24% of the 13F portfolio, value $1,181,864.

   13F-HR 0002012717-25-000005 filed by Triad Wealth Partners, LLC
   Filed 2025-07-21 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).