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Disclosery

Triad Wealth Partners, LLC: EFG position timeline

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

Triad Wealth Partners, LLC held 9,557 EFG 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 9,557 shares
    Change vs previous 13F -5,789 shares

    0.07% of the 13F portfolio, value $1,166,656.

    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 15,346 shares
    Change vs previous 13F +3,036 shares

    0.14% of the 13F portfolio, value $1,709,035.

    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 12,310 shares
    Change vs previous 13F +347 shares

    0.13% of the 13F portfolio, value $1,402,366.

    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 11,963 shares
    Change vs previous 13F -51,834 shares

    0.18% of the 13F portfolio, value $1,362,332.

    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 63,797 shares
    Change vs previous 13F +5,773 shares

    1.44% of the 13F portfolio, value $7,145,316.

    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 58,024 shares
    Change vs previous 13F -21,802 shares

    1.8% of the 13F portfolio, value $5,802,393.

    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 79,826 shares
    Change vs previous 13F +49,546 shares

    2.79% of the 13F portfolio, value $7,729,546.

    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 30,280 shares
    Change vs previous 13F not available

    1.73% of the 13F portfolio, value $3,259,642.

    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).