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Disclosery

Triad Wealth Partners, LLC: XIDE position timeline

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

Triad Wealth Partners, LLC held 8,373 XIDE 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 8,373 shares
    Change vs previous 13F -24,977 shares

    0.02% of the 13F portfolio, value $253,570.

    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 33,350 shares
    Change vs previous 13F -16,087 shares

    0.08% of the 13F portfolio, value $990,131.

    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 49,437 shares
    Change vs previous 13F -8,416 shares

    0.14% of the 13F portfolio, value $1,490,992.

    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 57,853 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $1,757,590.

    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).