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Disclosery

Triad Wealth Partners, LLC: JPIE position timeline

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

Triad Wealth Partners, LLC held 74,154 JPIE 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 74,154 shares
    Change vs previous 13F +5,936 shares

    0.2% of the 13F portfolio, value $3,388,104.

    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 68,218 shares
    Change vs previous 13F -6,837 shares

    0.25% of the 13F portfolio, value $3,142,799.

    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 75,055 shares
    Change vs previous 13F +15,820 shares

    0.33% of the 13F portfolio, value $3,474,316.

    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 59,235 shares
    Change vs previous 13F +7,180 shares

    0.35% of the 13F portfolio, value $2,749,084.

    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 52,055 shares
    Change vs previous 13F +12,172 shares

    0.49% of the 13F portfolio, value $2,411,190.

    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 39,883 shares
    Change vs previous 13F +13,775 shares

    0.57% of the 13F portfolio, value $1,837,401.

    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 26,108 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $1,191,047.

    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).