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Triad Wealth Partners, LLC: IVW position timeline

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

Triad Wealth Partners, LLC held 697,889 IVW 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 697,889 shares
    Change vs previous 13F +227,669 shares

    5.72% of the 13F portfolio, value $96,476,223.

    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 470,220 shares
    Change vs previous 13F +200,115 shares

    4.22% of the 13F portfolio, value $53,186,594.

    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 270,105 shares
    Change vs previous 13F +59,230 shares

    3.16% of the 13F portfolio, value $33,293,186.

    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 210,875 shares
    Change vs previous 13F +36,492 shares

    3.28% of the 13F portfolio, value $25,456,781.

    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 174,383 shares
    Change vs previous 13F -9,622 shares

    3.88% of the 13F portfolio, value $19,199,563.

    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 184,005 shares
    Change vs previous 13F +29,238 shares

    5.31% of the 13F portfolio, value $17,081,150.

    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 154,767 shares
    Change vs previous 13F +92,552 shares

    5.67% of the 13F portfolio, value $15,713,461.

    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 62,215 shares
    Change vs previous 13F not available

    3.17% of the 13F portfolio, value $5,957,122.

    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).