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Disclosery

Triad Wealth Partners, LLC: SKOR position timeline

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

Triad Wealth Partners, LLC held 47,766 SKOR 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 47,766 shares
    Change vs previous 13F +5,203 shares

    0.14% of the 13F portfolio, value $2,287,503.

    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 42,563 shares
    Change vs previous 13F +14,269 shares

    0.16% of the 13F portfolio, value $2,069,403.

    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 28,294 shares
    Change vs previous 13F +9,835 shares

    0.13% of the 13F portfolio, value $1,389,921.

    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 18,459 shares
    Change vs previous 13F +4,556 shares

    0.12% of the 13F portfolio, value $909,109.

    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 13,903 shares
    Change vs previous 13F -1,330 shares

    0.14% of the 13F portfolio, value $678,190.

    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 15,233 shares
    Change vs previous 13F -8,691 shares

    0.23% of the 13F portfolio, value $736,197.

    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 23,924 shares
    Change vs previous 13F -47,762 shares

    0.41% of the 13F portfolio, value $1,141,168.

    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 71,686 shares
    Change vs previous 13F not available

    1.87% of the 13F portfolio, value $3,521,199.

    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).