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Disclosery

Triad Wealth Partners, LLC: JAVA position timeline

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

Triad Wealth Partners, LLC held 72,757 JAVA 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 72,757 shares
    Change vs previous 13F +3,382 shares

    0.36% of the 13F portfolio, value $6,015,560.

    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 69,375 shares
    Change vs previous 13F +7,906 shares

    0.39% of the 13F portfolio, value $4,977,656.

    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 61,469 shares
    Change vs previous 13F +21,118 shares

    0.42% of the 13F portfolio, value $4,408,568.

    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 40,351 shares
    Change vs previous 13F +6,884 shares

    0.36% of the 13F portfolio, value $2,782,589.

    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 33,467 shares
    Change vs previous 13F +13,931 shares

    0.44% of the 13F portfolio, value $2,192,067.

    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 19,536 shares
    Change vs previous 13F +11,070 shares

    0.39% of the 13F portfolio, value $1,241,324.

    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 8,466 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $535,898.

    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).