Skip to content
Disclosery

Triad Wealth Partners, LLC: FIXD position timeline

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

Triad Wealth Partners, LLC held 6,348 FIXD 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 6,348 shares
    Change vs previous 13F -25,057 shares

    0.02% of the 13F portfolio, value $272,470.

    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 31,405 shares
    Change vs previous 13F +18,816 shares

    0.11% of the 13F portfolio, value $1,368,929.

    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 12,589 shares
    Change vs previous 13F +1,220 shares

    0.05% of the 13F portfolio, value $557,948.

    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 11,369 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $505,007.

    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).