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Disclosery

Triad Wealth Partners, LLC: EFV position timeline

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

Triad Wealth Partners, LLC held 32,717 EFV 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 32,717 shares
    Change vs previous 13F -138,591 shares

    0.16% of the 13F portfolio, value $2,652,999.

    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 171,308 shares
    Change vs previous 13F -49,168 shares

    1.01% of the 13F portfolio, value $12,736,732.

    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 220,476 shares
    Change vs previous 13F -2,593 shares

    1.5% of the 13F portfolio, value $15,744,185.

    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 223,069 shares
    Change vs previous 13F -20,576 shares

    1.95% of the 13F portfolio, value $15,130,765.

    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 243,645 shares
    Change vs previous 13F +99,588 shares

    3.12% of the 13F portfolio, value $15,466,579.

    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 144,057 shares
    Change vs previous 13F +2,958 shares

    2.64% of the 13F portfolio, value $8,490,744.

    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 141,099 shares
    Change vs previous 13F +84,262 shares

    2.67% of the 13F portfolio, value $7,403,487.

    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 56,837 shares
    Change vs previous 13F not available

    1.74% of the 13F portfolio, value $3,269,833.

    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).