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Disclosery

Triad Wealth Partners, LLC: SPYM position timeline

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

Triad Wealth Partners, LLC held 63,466 SPYM 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 63,466 shares
    Change vs previous 13F -135,749 shares

    0.34% of the 13F portfolio, value $5,660,526.

    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 199,215 shares
    Change vs previous 13F +88,118 shares

    1.21% of the 13F portfolio, value $15,247,938.

    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 111,097 shares
    Change vs previous 13F +1,428 shares

    0.85% of the 13F portfolio, value $8,912,201.

    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 109,669 shares
    Change vs previous 13F +1,091 shares

    1.11% of the 13F portfolio, value $8,591,476.

    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 108,578 shares
    Change vs previous 13F +10,482 shares

    1.59% of the 13F portfolio, value $7,892,553.

    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 98,096 shares
    Change vs previous 13F +45,872 shares

    2.01% of the 13F portfolio, value $6,450,808.

    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 52,224 shares
    Change vs previous 13F -34,894 shares

    1.3% of the 13F portfolio, value $3,600,343.

    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 87,118 shares
    Change vs previous 13F not available

    3.13% of the 13F portfolio, value $5,881,355.

    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).