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Triad Wealth Partners, LLC: IVE position timeline

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

Triad Wealth Partners, LLC held 314,821 IVE 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 314,821 shares
    Change vs previous 13F +54,564 shares

    4.35% of the 13F portfolio, value $73,381,526.

    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 260,257 shares
    Change vs previous 13F +60,963 shares

    4.36% of the 13F portfolio, value $54,953,352.

    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 199,294 shares
    Change vs previous 13F +84,761 shares

    4.02% of the 13F portfolio, value $42,264,306.

    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 114,533 shares
    Change vs previous 13F +25,751 shares

    3.05% of the 13F portfolio, value $23,652,157.

    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 88,782 shares
    Change vs previous 13F +17,915 shares

    3.5% of the 13F portfolio, value $17,349,789.

    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 70,867 shares
    Change vs previous 13F +22,115 shares

    4.2% of the 13F portfolio, value $13,505,778.

    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 48,752 shares
    Change vs previous 13F +28,341 shares

    3.36% of the 13F portfolio, value $9,305,762.

    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 20,411 shares
    Change vs previous 13F not available

    2.14% of the 13F portfolio, value $4,024,532.

    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).