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Disclosery

Triad Wealth Partners, LLC: IAPR position timeline

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

Triad Wealth Partners, LLC held 48,710 IAPR 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 48,710 shares
    Change vs previous 13F -4,958 shares

    0.1% of the 13F portfolio, value $1,640,553.

    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 53,668 shares
    Change vs previous 13F +9,565 shares

    0.13% of the 13F portfolio, value $1,699,666.

    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 44,103 shares
    Change vs previous 13F +6,532 shares

    0.13% of the 13F portfolio, value $1,360,137.

    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 37,571 shares
    Change vs previous 13F +16,038 shares

    0.15% of the 13F portfolio, value $1,129,719.

    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 21,533 shares
    Change vs previous 13F +10,179 shares

    0.13% of the 13F portfolio, value $629,625.

    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 11,354 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $312,689.

    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).