Triad Wealth Partners, LLC: MARM position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Triad Wealth Partners, LLC on MARM, newest first. How the timeline and the estimate are built.
Triad Wealth Partners, LLC held 39,909 MARM shares at 2026-06-30 per its 13F-HR filed 2026-08-10.
the latest 13F is the newest step
- period ended2026-06-3013F 39,909 sharesChange vs previous 13F -9,361 shares
0.08% of the 13F portfolio, value $1,370,068.
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 49,270 sharesChange vs previous 13F -2,340 shares
0.13% of the 13F portfolio, value $1,649,560.
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 51,610 sharesChange vs previous 13F +1,911 shares
0.16% of the 13F portfolio, value $1,705,958.
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 49,699 sharesChange vs previous 13F -9,194 shares
0.21% of the 13F portfolio, value $1,620,187.
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 58,893 sharesChange vs previous 13F not available
0.38% of the 13F portfolio, value $1,891,655.
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).