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Triad Wealth Partners, LLC: JGRO position timeline

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

Triad Wealth Partners, LLC held 59,319 JGRO 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 59,319 shares
    Change vs previous 13F +3,379 shares

    0.33% of the 13F portfolio, value $5,538,042.

    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 55,940 shares
    Change vs previous 13F +6,805 shares

    0.37% of the 13F portfolio, value $4,728,046.

    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 49,135 shares
    Change vs previous 13F +15,084 shares

    0.43% of the 13F portfolio, value $4,559,724.

    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 34,051 shares
    Change vs previous 13F +4,907 shares

    0.41% of the 13F portfolio, value $3,192,281.

    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 29,144 shares
    Change vs previous 13F +18,720 shares

    0.51% of the 13F portfolio, value $2,508,424.

    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 10,424 shares
    Change vs previous 13F +1,442 shares

    0.24% of the 13F portfolio, value $769,187.

    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 8,982 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $727,811.

    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).