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Disclosery

Triad Wealth Partners, LLC: JMEE position timeline

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

Triad Wealth Partners, LLC held 5,263 JMEE 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 5,263 shares
    Change vs previous 13F -212 shares

    0.02% of the 13F portfolio, value $407,171.

    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 5,475 shares
    Change vs previous 13F -112 shares

    0.03% of the 13F portfolio, value $365,588.

    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 5,587 shares
    Change vs previous 13F -1,797 shares

    0.03% of the 13F portfolio, value $359,712.

    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 7,384 shares
    Change vs previous 13F +1,095 shares

    0.06% of the 13F portfolio, value $468,388.

    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 6,289 shares
    Change vs previous 13F -3,458 shares

    0.08% of the 13F portfolio, value $372,391.

    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 9,747 shares
    Change vs previous 13F -12,441 shares

    0.17% of the 13F portfolio, value $545,662.

    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 22,188 shares
    Change vs previous 13F -23,026 shares

    0.48% of the 13F portfolio, value $1,341,735.

    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 45,214 shares
    Change vs previous 13F not available

    1.47% of the 13F portfolio, value $2,756,245.

    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).