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Triad Wealth Partners, LLC: FBND position timeline

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

Triad Wealth Partners, LLC held 25,469 FBND 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 25,469 shares
    Change vs previous 13F -1,138,892 shares

    0.07% of the 13F portfolio, value $1,141,793.

    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 1,164,361 shares
    Change vs previous 13F +199,845 shares

    4.21% of the 13F portfolio, value $53,118,144.

    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 964,516 shares
    Change vs previous 13F +179,005 shares

    4.22% of the 13F portfolio, value $44,406,307.

    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 785,511 shares
    Change vs previous 13F +378,080 shares

    4.68% of the 13F portfolio, value $36,322,028.

    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 407,431 shares
    Change vs previous 13F +39,557 shares

    3.76% of the 13F portfolio, value $18,639,960.

    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 367,874 shares
    Change vs previous 13F +17,708 shares

    5.22% of the 13F portfolio, value $16,793,459.

    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 350,166 shares
    Change vs previous 13F -43,238 shares

    5.67% of the 13F portfolio, value $15,711,950.

    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 393,404 shares
    Change vs previous 13F not available

    9.78% of the 13F portfolio, value $18,387,724.

    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).