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Triad Wealth Partners, LLC: MBB position timeline

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

Triad Wealth Partners, LLC held 14,365 MBB 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 14,365 shares
    Change vs previous 13F -200,468 shares

    0.08% of the 13F portfolio, value $1,331,919.

    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 214,833 shares
    Change vs previous 13F +63,834 shares

    1.62% of the 13F portfolio, value $20,398,387.

    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 150,999 shares
    Change vs previous 13F +26,480 shares

    1.37% of the 13F portfolio, value $14,378,109.

    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 124,519 shares
    Change vs previous 13F +17,282 shares

    1.53% of the 13F portfolio, value $11,848,021.

    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 107,237 shares
    Change vs previous 13F +22,907 shares

    2.03% of the 13F portfolio, value $10,068,452.

    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 84,330 shares
    Change vs previous 13F -2,827 shares

    2.46% of the 13F portfolio, value $7,908,493.

    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 87,157 shares
    Change vs previous 13F +37,105 shares

    2.89% of the 13F portfolio, value $7,990,553.

    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 50,052 shares
    Change vs previous 13F not available

    2.55% of the 13F portfolio, value $4,795,482.

    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).