Triad Wealth Partners, LLC: XDSQ position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Triad Wealth Partners, LLC on XDSQ, newest first. How the timeline and the estimate are built.
Triad Wealth Partners, LLC held 34,173 XDSQ shares at 2026-06-30 per its 13F-HR filed 2026-08-10.
the latest 13F is the newest step
- period ended2026-06-3013F 34,173 sharesChange vs previous 13F -12,191 shares
0.09% of the 13F portfolio, value $1,496,094.
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 46,364 sharesChange vs previous 13F +12,932 shares
0.15% of the 13F portfolio, value $1,835,268.
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 33,432 sharesChange vs previous 13F +12,316 shares
0.13% of the 13F portfolio, value $1,391,440.
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 21,116 sharesChange vs previous 13F +10,599 shares
0.11% of the 13F portfolio, value $841,682.
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 10,517 sharesChange vs previous 13F not available
0.08% of the 13F portfolio, value $393,125.
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).