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Disclosery

Triad Wealth Partners, LLC: JEPQ position timeline

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

Triad Wealth Partners, LLC held 13,904 JEPQ 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 13,904 shares
    Change vs previous 13F +6,041 shares

    0.05% of the 13F portfolio, value $811,171.

    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 7,863 shares
    Change vs previous 13F +2,407 shares

    0.03% of the 13F portfolio, value $436,571.

    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 5,456 shares
    Change vs previous 13F -1,612 shares

    0.03% of the 13F portfolio, value $317,076.

    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 7,068 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $406,550.

    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).