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Disclosery

Triad Wealth Partners, LLC: IJR position timeline

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

Triad Wealth Partners, LLC held 6,640 IJR 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 6,640 shares
    Change vs previous 13F +673 shares

    0.06% of the 13F portfolio, value $981,778.

    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 5,967 shares
    Change vs previous 13F +743 shares

    0.06% of the 13F portfolio, value $741,707.

    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 5,224 shares
    Change vs previous 13F +792 shares

    0.06% of the 13F portfolio, value $627,771.

    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 4,432 shares
    Change vs previous 13F +477 shares

    0.07% of the 13F portfolio, value $526,641.

    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 3,955 shares
    Change vs previous 13F -447 shares

    0.09% of the 13F portfolio, value $432,283.

    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 4,402 shares
    Change vs previous 13F -4,084 shares

    0.14% of the 13F portfolio, value $460,331.

    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 8,486 shares
    Change vs previous 13F -13,240 shares

    0.35% of the 13F portfolio, value $977,768.

    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 21,726 shares
    Change vs previous 13F not available

    1.35% of the 13F portfolio, value $2,541,081.

    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).