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Triad Wealth Partners, LLC: JCPB position timeline

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

Triad Wealth Partners, LLC held 236,043 JCPB 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 236,043 shares
    Change vs previous 13F -25,483 shares

    0.64% of the 13F portfolio, value $10,876,857.

    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 261,526 shares
    Change vs previous 13F +13,589 shares

    0.98% of the 13F portfolio, value $12,312,627.

    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 247,937 shares
    Change vs previous 13F +26,002 shares

    1.12% of the 13F portfolio, value $11,739,813.

    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 221,935 shares
    Change vs previous 13F -315,302 shares

    1.36% of the 13F portfolio, value $10,553,027.

    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 537,237 shares
    Change vs previous 13F +62,044 shares

    5.11% of the 13F portfolio, value $25,282,385.

    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 475,193 shares
    Change vs previous 13F +66,510 shares

    6.95% of the 13F portfolio, value $22,353,077.

    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 408,683 shares
    Change vs previous 13F +143,468 shares

    6.8% of the 13F portfolio, value $18,828,026.

    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 265,215 shares
    Change vs previous 13F not available

    6.8% of the 13F portfolio, value $12,793,951.

    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).