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Triad Wealth Partners, LLC: IEMG position timeline

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

Triad Wealth Partners, LLC held 42,785 IEMG 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 42,785 shares
    Change vs previous 13F -290,727 shares

    0.2% of the 13F portfolio, value $3,341,910.

    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 333,512 shares
    Change vs previous 13F -79,768 shares

    1.84% of the 13F portfolio, value $23,262,474.

    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 413,280 shares
    Change vs previous 13F +150,209 shares

    2.64% of the 13F portfolio, value $27,780,711.

    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 263,071 shares
    Change vs previous 13F +81,800 shares

    2.24% of the 13F portfolio, value $17,341,653.

    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 181,271 shares
    Change vs previous 13F +94,989 shares

    2.2% of the 13F portfolio, value $10,881,676.

    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 86,282 shares
    Change vs previous 13F +52,784 shares

    1.45% of the 13F portfolio, value $4,656,643.

    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 33,498 shares
    Change vs previous 13F +21,165 shares

    0.63% of the 13F portfolio, value $1,749,269.

    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 12,333 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $708,038.

    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).