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Triad Wealth Partners, LLC: POCT position timeline

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

Triad Wealth Partners, LLC held 152,974 POCT 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 152,974 shares
    Change vs previous 13F +6,391 shares

    0.43% of the 13F portfolio, value $7,180,600.

    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 146,583 shares
    Change vs previous 13F +30,655 shares

    0.5% of the 13F portfolio, value $6,319,193.

    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 115,928 shares
    Change vs previous 13F +20,501 shares

    0.48% of the 13F portfolio, value $5,091,558.

    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 95,427 shares
    Change vs previous 13F +39,460 shares

    0.53% of the 13F portfolio, value $4,112,904.

    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 55,967 shares
    Change vs previous 13F +26,585 shares

    0.47% of the 13F portfolio, value $2,311,437.

    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 29,382 shares
    Change vs previous 13F +16,402 shares

    0.35% of the 13F portfolio, value $1,141,491.

    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 12,980 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $513,572.

    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).