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Disclosery

Triad Wealth Partners, LLC: SPMO position timeline

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

Triad Wealth Partners, LLC held 149,188 SPMO 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 149,188 shares
    Change vs previous 13F -16,894 shares

    1.29% of the 13F portfolio, value $21,684,474.

    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 166,082 shares
    Change vs previous 13F +56,175 shares

    1.48% of the 13F portfolio, value $18,619,492.

    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 109,907 shares
    Change vs previous 13F +54,807 shares

    1.25% of the 13F portfolio, value $13,114,075.

    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 55,100 shares
    Change vs previous 13F +8,390 shares

    0.86% of the 13F portfolio, value $6,670,421.

    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 46,710 shares
    Change vs previous 13F +8,503 shares

    1.06% of the 13F portfolio, value $5,253,511.

    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 38,207 shares
    Change vs previous 13F +5,488 shares

    1.1% of the 13F portfolio, value $3,535,339.

    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 32,719 shares
    Change vs previous 13F not available

    1.12% of the 13F portfolio, value $3,108,656.

    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).