Triad Wealth Partners, LLC: GJUN position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Triad Wealth Partners, LLC on GJUN, newest first. How the timeline and the estimate are built.
Triad Wealth Partners, LLC held 30,122 GJUN shares at 2026-06-30 per its 13F-HR filed 2026-08-10.
the latest 13F is the newest step
- period ended2026-06-3013F 30,122 sharesChange vs previous 13F +1,003 shares
0.07% of the 13F portfolio, value $1,253,075.
13F-HR 0002012717-26-000004 filed by Triad Wealth Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 29,119 sharesChange vs previous 13F +2,147 shares
0.09% of the 13F portfolio, value $1,147,871.
13F-HR 0002012717-26-000003 filed by Triad Wealth Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 26,972 sharesChange vs previous 13F -293 shares
0.1% of the 13F portfolio, value $1,068,086.
13F-HR 0002012717-26-000002 filed by Triad Wealth Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 27,265 sharesChange vs previous 13F +1,378 shares
0.14% of the 13F portfolio, value $1,060,063.
13F-HR 0002012717-25-000007 filed by Triad Wealth Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 25,887 sharesChange vs previous 13F not available
0.2% of the 13F portfolio, value $973,351.
13F-HR 0002012717-25-000005 filed by Triad Wealth Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).