Triad Wealth Partners, LLC: LHX position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Triad Wealth Partners, LLC on LHX, newest first. How the timeline and the estimate are built.
Triad Wealth Partners, LLC held 2,790 LHX shares at 2026-06-30 per its 13F-HR filed 2026-08-10.
the latest 13F is the newest step
- period ended2026-06-3013F 2,790 sharesChange vs previous 13F +239 shares
0.05% of the 13F portfolio, value $775,328.
13F-HR 0002012717-26-000004 filed by Triad Wealth Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 2,551 sharesChange vs previous 13F -29 shares
0.07% of the 13F portfolio, value $880,552.
13F-HR 0002012717-26-000003 filed by Triad Wealth Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 2,580 sharesChange vs previous 13F +196 shares
0.07% of the 13F portfolio, value $757,279.
13F-HR 0002012717-26-000002 filed by Triad Wealth Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 2,384 sharesChange vs previous 13F +205 shares
0.09% of the 13F portfolio, value $728,024.
13F-HR 0002012717-25-000007 filed by Triad Wealth Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 2,179 sharesChange vs previous 13F -554 shares
0.11% of the 13F portfolio, value $546,580.
13F-HR 0002012717-25-000005 filed by Triad Wealth Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 2,733 sharesChange vs previous 13F +711 shares
0.18% of the 13F portfolio, value $572,044.
13F-HR 0002012717-25-000003 filed by Triad Wealth Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 2,022 sharesChange vs previous 13F +2,022 shares
0.15% of the 13F portfolio, value $425,186.
13F-HR 0002012717-25-000001 filed by Triad Wealth Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 0 sharesChange vs previous 13F not available
13F-HR 0001835669-24-000009 filed by Triad Wealth Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.