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Triad Wealth Partners, LLC: VOO position timeline

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

Triad Wealth Partners, LLC held 199,635 VOO 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 199,635 shares
    Change vs previous 13F +109,742 shares

    8.24% of the 13F portfolio, value $139,025,519.

    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 89,893 shares
    Change vs previous 13F +47,000 shares

    4.26% of the 13F portfolio, value $53,715,417.

    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 42,893 shares
    Change vs previous 13F +5,903 shares

    2.56% of the 13F portfolio, value $26,899,747.

    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 36,990 shares
    Change vs previous 13F +11,976 shares

    2.92% of the 13F portfolio, value $22,651,932.

    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 25,014 shares
    Change vs previous 13F -7,718 shares

    2.87% of the 13F portfolio, value $14,208,973.

    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 32,732 shares
    Change vs previous 13F -4,661 shares

    5.23% of the 13F portfolio, value $16,821,503.

    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 37,393 shares
    Change vs previous 13F +3,540 shares

    7.28% of the 13F portfolio, value $20,147,335.

    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 33,853 shares
    Change vs previous 13F not available

    9.5% of the 13F portfolio, value $17,863,185.

    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).