Triad Wealth Partners, LLC: UNP position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Triad Wealth Partners, LLC on UNP, newest first. How the timeline and the estimate are built.
Triad Wealth Partners, LLC held 3,797 UNP shares at 2026-06-30 per its 13F-HR filed 2026-08-10.
the latest 13F is the newest step
- period ended2026-06-3013F 3,797 sharesChange vs previous 13F +643 shares
0.07% of the 13F portfolio, value $1,105,760.
13F-HR 0002012717-26-000004 filed by Triad Wealth Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 3,154 sharesChange vs previous 13F +738 shares
0.06% of the 13F portfolio, value $765,234.
13F-HR 0002012717-26-000003 filed by Triad Wealth Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 2,416 sharesChange vs previous 13F +480 shares
0.05% of the 13F portfolio, value $558,918.
13F-HR 0002012717-26-000002 filed by Triad Wealth Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 1,936 sharesChange vs previous 13F +188 shares
0.06% of the 13F portfolio, value $457,686.
13F-HR 0002012717-25-000007 filed by Triad Wealth Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 1,748 sharesChange vs previous 13F +244 shares
0.08% of the 13F portfolio, value $402,200.
13F-HR 0002012717-25-000005 filed by Triad Wealth Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 1,504 sharesChange vs previous 13F +128 shares
0.11% of the 13F portfolio, value $355,277.
13F-HR 0002012717-25-000003 filed by Triad Wealth Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 1,376 sharesChange vs previous 13F +1,376 shares
0.11% of the 13F portfolio, value $313,783.
13F-HR 0002012717-25-000001 filed by Triad Wealth Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 0 sharesChange vs previous 13F not available
13F-HR 0001835669-24-000009 filed by Triad Wealth Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.