Skip to content
Disclosery

Triad Wealth Partners, LLC: MUB position timeline

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

Triad Wealth Partners, LLC held 183,286 MUB 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 183,286 shares
    Change vs previous 13F +82,706 shares

    1.15% of the 13F portfolio, value $19,327,533.

    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 100,580 shares
    Change vs previous 13F +30,724 shares

    0.85% of the 13F portfolio, value $10,676,549.

    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 69,856 shares
    Change vs previous 13F +36,899 shares

    0.71% of the 13F portfolio, value $7,482,263.

    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 32,957 shares
    Change vs previous 13F +18,115 shares

    0.45% of the 13F portfolio, value $3,509,630.

    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 14,842 shares
    Change vs previous 13F +5,632 shares

    0.31% of the 13F portfolio, value $1,550,683.

    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 9,210 shares
    Change vs previous 13F -11,183 shares

    0.3% of the 13F portfolio, value $971,102.

    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 20,393 shares
    Change vs previous 13F +769 shares

    0.78% of the 13F portfolio, value $2,172,874.

    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 19,624 shares
    Change vs previous 13F not available

    1.13% of the 13F portfolio, value $2,131,755.

    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).