Triad Wealth Partners, LLC: TDSB position timeline

Triad Wealth Partners, LLC held 0 TDSB shares at 2026-03-31 per its 13F-HR filed 2026-04-16.

the latest 13F is the newest step

1. period ended2026-03-31

   13F 0 shares

   Change vs previous 13F -8,382 shares

   13F-HR 0002012717-26-000003 filed by Triad Wealth Partners, LLC
   Filed 2026-04-16 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

   Exited: the 13F for this period no longer lists the position.

2. period ended2025-12-31

   13F 8,382 shares

   Change vs previous 13F -5,428 shares

   0.02% of the 13F portfolio, value $200,956.

   13F-HR 0002012717-26-000002 filed by Triad Wealth Partners, LLC
   Filed 2026-01-22 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-09-30

   13F 13,810 shares

   Change vs previous 13F +13,810 shares

   0.04% of the 13F portfolio, value $322,181.

   13F-HR 0002012717-25-000007 filed by Triad Wealth Partners, LLC
   Filed 2025-10-30 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2024-12-31

   13F 0 shares

   Change vs previous 13F -15,843 shares

   13F-HR 0002012717-25-000001 filed by Triad Wealth Partners, LLC
   Filed 2025-02-06 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

   Exited: the 13F for this period no longer lists the position.

5. period ended2024-09-30

   13F 15,843 shares

   Change vs previous 13F not available

   0.19% of the 13F portfolio, value $359,332.

   13F-HR 0001835669-24-000009 filed by Triad Wealth Partners, LLC
   Filed 2024-10-21 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).