Skip to content
Disclosery

Triad Wealth Partners, LLC: ET position timeline

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

Triad Wealth Partners, LLC held 47,967 ET 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 47,967 shares
    Change vs previous 13F +2,611 shares

    0.06% of the 13F portfolio, value $972,772.

    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 45,356 shares
    Change vs previous 13F -1,153 shares

    0.07% of the 13F portfolio, value $875,376.

    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 46,509 shares
    Change vs previous 13F -366 shares

    0.07% of the 13F portfolio, value $766,929.

    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 46,875 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $804,370.

    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).