Triad Wealth Partners, LLC: IYW position timeline

Triad Wealth Partners, LLC held 4,903 IYW 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 4,903 shares

   Change vs previous 13F +1,742 shares

   0.07% of the 13F portfolio, value $1,194,759.

   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 3,161 shares

   Change vs previous 13F -1,557 shares

   0.05% of the 13F portfolio, value $573,438.

   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 4,718 shares

   Change vs previous 13F +452 shares

   0.09% of the 13F portfolio, value $942,064.

   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 4,266 shares

   Change vs previous 13F -31,875 shares

   0.11% of the 13F portfolio, value $835,520.

   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 36,141 shares

   Change vs previous 13F +4,117 shares

   1.26% of the 13F portfolio, value $6,262,079.

   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 ended2025-03-31

   13F 32,024 shares

   Change vs previous 13F +5,206 shares

   1.4% of the 13F portfolio, value $4,497,470.

   13F-HR 0002012717-25-000003 filed by Triad Wealth Partners, LLC
   Filed 2025-05-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 26,818 shares

   Change vs previous 13F +14,158 shares

   1.54% of the 13F portfolio, value $4,278,021.

   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).

8. period ended2024-09-30

   13F 12,660 shares

   Change vs previous 13F not available

   1.02% of the 13F portfolio, value $1,919,514.

   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).