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Disclosery

Triad Wealth Partners, LLC: DGRW position timeline

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

Triad Wealth Partners, LLC held 28,091 DGRW 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 28,091 shares
    Change vs previous 13F -4,743 shares

    0.16% of the 13F portfolio, value $2,746,727.

    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 32,834 shares
    Change vs previous 13F +2,161 shares

    0.23% of the 13F portfolio, value $2,884,124.

    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 30,673 shares
    Change vs previous 13F +4,757 shares

    0.26% of the 13F portfolio, value $2,743,106.

    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 25,916 shares
    Change vs previous 13F +2,866 shares

    0.3% of the 13F portfolio, value $2,305,477.

    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 23,050 shares
    Change vs previous 13F -7,663 shares

    0.39% of the 13F portfolio, value $1,930,185.

    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 30,713 shares
    Change vs previous 13F -10,779 shares

    0.76% of the 13F portfolio, value $2,452,717.

    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 41,492 shares
    Change vs previous 13F -56,825 shares

    1.21% of the 13F portfolio, value $3,357,962.

    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).

  8. period ended2024-09-30
    13F 98,317 shares
    Change vs previous 13F not available

    4.35% of the 13F portfolio, value $8,180,926.

    13F-HR 0001835669-24-000009 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).