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Triad Wealth Partners, LLC: SECT position timeline

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

Triad Wealth Partners, LLC held 103,495 SECT 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 103,495 shares
    Change vs previous 13F +93,321 shares

    0.44% of the 13F portfolio, value $7,351,262.

    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 10,174 shares
    Change vs previous 13F -754 shares

    0.05% of the 13F portfolio, value $614,419.

    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 10,928 shares
    Change vs previous 13F +276 shares

    0.07% of the 13F portfolio, value $705,165.

    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 10,652 shares
    Change vs previous 13F -15,808 shares

    0.09% of the 13F portfolio, value $671,320.

    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 26,460 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $1,536,532.

    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).