Skip to content
Disclosery

Triad Wealth Partners, LLC: IQLT position timeline

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

Triad Wealth Partners, LLC held 8,880 IQLT 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 8,880 shares
    Change vs previous 13F -590 shares

    0.03% of the 13F portfolio, value $447,180.

    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 9,470 shares
    Change vs previous 13F -636 shares

    0.03% of the 13F portfolio, value $437,820.

    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 10,106 shares
    Change vs previous 13F -31 shares

    0.04% of the 13F portfolio, value $459,339.

    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 10,137 shares
    Change vs previous 13F -1,991 shares

    0.06% of the 13F portfolio, value $447,955.

    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 12,128 shares
    Change vs previous 13F -5,383 shares

    0.11% of the 13F portfolio, value $524,154.

    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 17,511 shares
    Change vs previous 13F -18,550 shares

    0.22% of the 13F portfolio, value $695,011.

    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 36,061 shares
    Change vs previous 13F -75,305 shares

    0.48% of the 13F portfolio, value $1,338,605.

    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 111,366 shares
    Change vs previous 13F not available

    2.46% of the 13F portfolio, value $4,620,586.

    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).