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Disclosery

Triad Wealth Partners, LLC: PJAN position timeline

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

Triad Wealth Partners, LLC held 143,967 PJAN 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 143,967 shares
    Change vs previous 13F +6,826 shares

    0.43% of the 13F portfolio, value $7,212,747.

    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 137,141 shares
    Change vs previous 13F +28,078 shares

    0.5% of the 13F portfolio, value $6,326,314.

    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 109,063 shares
    Change vs previous 13F +19,332 shares

    0.49% of the 13F portfolio, value $5,128,142.

    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 89,731 shares
    Change vs previous 13F +36,908 shares

    0.53% of the 13F portfolio, value $4,109,232.

    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 52,823 shares
    Change vs previous 13F +25,213 shares

    0.47% of the 13F portfolio, value $2,326,853.

    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 27,610 shares
    Change vs previous 13F +13,942 shares

    0.36% of the 13F portfolio, value $1,144,987.

    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 13,668 shares
    Change vs previous 13F +13,668 shares

    0.21% of the 13F portfolio, value $577,475.

    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 0 shares
    Change vs previous 13F not available

    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).

    Exited: the 13F for this period no longer lists the position.