Triad Wealth Partners, LLC: IUSB position timeline

Triad Wealth Partners, LLC held 45,878 IUSB 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 45,878 shares

   Change vs previous 13F +662 shares

   0.12% of the 13F portfolio, value $2,081,241.

   13F-HR 0002012717-26-000004 filed by Triad Wealth Partners, LLC
   Filed 2026-08-10 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 45,216 shares

   Change vs previous 13F +2,117 shares

   0.17% of the 13F portfolio, value $2,088,527.

   13F-HR 0002012717-26-000003 filed by Triad Wealth Partners, LLC
   Filed 2026-04-16 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 43,099 shares

   Change vs previous 13F +31,649 shares

   0.19% of the 13F portfolio, value $2,005,827.

   13F-HR 0002012717-26-000002 filed by Triad Wealth Partners, LLC
   Filed 2026-01-22 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 11,450 shares

   Change vs previous 13F -2,134 shares

   0.07% of the 13F portfolio, value $534,830.

   13F-HR 0002012717-25-000007 filed by Triad Wealth Partners, LLC
   Filed 2025-10-30 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 13,584 shares

   Change vs previous 13F +13,584 shares

   0.13% of the 13F portfolio, value $627,988.

   13F-HR 0002012717-25-000005 filed by Triad Wealth Partners, LLC
   Filed 2025-07-21 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2024-12-31

   13F 0 shares

   Change vs previous 13F -99,884 shares

   13F-HR 0002012717-25-000001 filed by Triad Wealth Partners, LLC
   Filed 2025-02-06 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

   Exited: the 13F for this period no longer lists the position.

7. period ended2024-09-30

   13F 99,884 shares

   Change vs previous 13F not available

   2.5% of the 13F portfolio, value $4,706,534.

   13F-HR 0001835669-24-000009 filed by Triad Wealth Partners, LLC
   Filed 2024-10-21 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).