Skip to content
Disclosery

Triad Wealth Partners, LLC: SCHF position timeline

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

Triad Wealth Partners, LLC held 451,926 SCHF 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 451,926 shares
    Change vs previous 13F +93,063 shares

    0.74% of the 13F portfolio, value $12,455,090.

    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 358,863 shares
    Change vs previous 13F +90,771 shares

    0.7% of the 13F portfolio, value $8,881,854.

    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 268,092 shares
    Change vs previous 13F +6,197 shares

    0.61% of the 13F portfolio, value $6,444,927.

    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 261,895 shares
    Change vs previous 13F +64,367 shares

    0.79% of the 13F portfolio, value $6,096,921.

    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 197,528 shares
    Change vs previous 13F +2,496 shares

    0.88% of the 13F portfolio, value $4,365,377.

    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 195,032 shares
    Change vs previous 13F +26,626 shares

    1.2% of the 13F portfolio, value $3,857,728.

    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 168,406 shares
    Change vs previous 13F +77,155 shares

    1.13% of the 13F portfolio, value $3,115,527.

    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 91,251 shares
    Change vs previous 13F not available

    2% of the 13F portfolio, value $3,752,253.

    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).