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Disclosery

Triad Wealth Partners, LLC: SPDW position timeline

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

Triad Wealth Partners, LLC held 41,787 SPDW 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 41,787 shares
    Change vs previous 13F -4,148 shares

    0.12% of the 13F portfolio, value $2,103,552.

    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 45,935 shares
    Change vs previous 13F +13,787 shares

    0.17% of the 13F portfolio, value $2,096,935.

    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 32,148 shares
    Change vs previous 13F -2,153 shares

    0.14% of the 13F portfolio, value $1,427,695.

    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 34,301 shares
    Change vs previous 13F +8,153 shares

    0.19% of the 13F portfolio, value $1,467,741.

    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 26,148 shares
    Change vs previous 13F +1,687 shares

    0.21% of the 13F portfolio, value $1,058,734.

    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 24,461 shares
    Change vs previous 13F -659 shares

    0.28% of the 13F portfolio, value $890,624.

    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 25,120 shares
    Change vs previous 13F -6,313 shares

    0.31% of the 13F portfolio, value $857,353.

    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 31,433 shares
    Change vs previous 13F not available

    0.63% of the 13F portfolio, value $1,180,632.

    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).