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Disclosery

Triad Wealth Partners, LLC: OMFL position timeline

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

Triad Wealth Partners, LLC held 66,725 OMFL 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 66,725 shares
    Change vs previous 13F +10,318 shares

    0.28% of the 13F portfolio, value $4,666,098.

    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 56,407 shares
    Change vs previous 13F +14,541 shares

    0.27% of the 13F portfolio, value $3,391,176.

    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 41,866 shares
    Change vs previous 13F +10,794 shares

    0.24% of the 13F portfolio, value $2,559,274.

    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 31,072 shares
    Change vs previous 13F -369 shares

    0.24% of the 13F portfolio, value $1,872,370.

    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 31,441 shares
    Change vs previous 13F -7,710 shares

    0.37% of the 13F portfolio, value $1,816,642.

    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 39,151 shares
    Change vs previous 13F -24,970 shares

    0.65% of the 13F portfolio, value $2,087,165.

    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 64,121 shares
    Change vs previous 13F -180,489 shares

    1.26% of the 13F portfolio, value $3,477,215.

    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 244,610 shares
    Change vs previous 13F not available

    6.89% of the 13F portfolio, value $12,961,866.

    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).