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Triad Wealth Partners, LLC: JGLO position timeline

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

Triad Wealth Partners, LLC held 33,513 JGLO 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 33,513 shares
    Change vs previous 13F -4,239 shares

    0.15% of the 13F portfolio, value $2,449,828.

    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 37,752 shares
    Change vs previous 13F +3,425 shares

    0.2% of the 13F portfolio, value $2,464,098.

    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 34,327 shares
    Change vs previous 13F +3,242 shares

    0.22% of the 13F portfolio, value $2,322,934.

    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 31,085 shares
    Change vs previous 13F +3,061 shares

    0.27% of the 13F portfolio, value $2,106,630.

    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 28,024 shares
    Change vs previous 13F +7,397 shares

    0.36% of the 13F portfolio, value $1,803,064.

    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 20,627 shares
    Change vs previous 13F +7,388 shares

    0.38% of the 13F portfolio, value $1,215,755.

    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 13,239 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $794,869.

    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).