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Disclosery

Triad Wealth Partners, LLC: IOCT position timeline

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

Triad Wealth Partners, LLC held 43,402 IOCT 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 43,402 shares
    Change vs previous 13F -3,983 shares

    0.1% of the 13F portfolio, value $1,631,047.

    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 47,385 shares
    Change vs previous 13F +8,161 shares

    0.13% of the 13F portfolio, value $1,660,844.

    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 39,224 shares
    Change vs previous 13F +5,640 shares

    0.13% of the 13F portfolio, value $1,367,349.

    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 33,584 shares
    Change vs previous 13F +14,174 shares

    0.15% of the 13F portfolio, value $1,147,565.

    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 19,410 shares
    Change vs previous 13F +9,025 shares

    0.13% of the 13F portfolio, value $638,077.

    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 10,385 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $318,300.

    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).