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Disclosery

Triad Wealth Partners, LLC: EALT position timeline

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

Triad Wealth Partners, LLC held 193,349 EALT 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 193,349 shares
    Change vs previous 13F +87,619 shares

    0.42% of the 13F portfolio, value $7,008,901.

    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 105,730 shares
    Change vs previous 13F +41,748 shares

    0.28% of the 13F portfolio, value $3,551,471.

    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 63,982 shares
    Change vs previous 13F +10,885 shares

    0.21% of the 13F portfolio, value $2,257,925.

    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 53,097 shares
    Change vs previous 13F +25,041 shares

    0.24% of the 13F portfolio, value $1,834,501.

    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 28,056 shares
    Change vs previous 13F +13,846 shares

    0.18% of the 13F portfolio, value $914,064.

    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 14,210 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $436,877.

    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).