Skip to content

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

  1. period ended2026-06-30
    13F 39,909 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 49,270 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 51,610 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 49,699 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 58,893 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).