Triad Wealth Partners, LLC: MUNI position timeline

Triad Wealth Partners, LLC held 38,048 MUNI 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 38,048 shares

   Change vs previous 13F +4,447 shares

   0.12% of the 13F portfolio, value $1,964,776.

   13F-HR 0002012717-26-000004 filed by Triad Wealth Partners, LLC
   Filed 2026-08-10 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 33,601 shares

   Change vs previous 13F +12,155 shares

   0.14% of the 13F portfolio, value $1,753,615.

   13F-HR 0002012717-26-000003 filed by Triad Wealth Partners, LLC
   Filed 2026-04-16 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 21,446 shares

   Change vs previous 13F +7,269 shares

   0.11% of the 13F portfolio, value $1,124,005.

   13F-HR 0002012717-26-000002 filed by Triad Wealth Partners, LLC
   Filed 2026-01-22 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 14,177 shares

   Change vs previous 13F +7,377 shares

   0.1% of the 13F portfolio, value $741,184.

   13F-HR 0002012717-25-000007 filed by Triad Wealth Partners, LLC
   Filed 2025-10-30 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 6,800 shares

   Change vs previous 13F not available

   0.07% of the 13F portfolio, value $349,241.

   13F-HR 0002012717-25-000005 filed by Triad Wealth Partners, LLC
   Filed 2025-07-21 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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