Position in A
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$369,400
+$79,207 QoQ
Shares Held
2,781
+9.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#692
of 1,112 holders
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in A Over Time
Shares Held
Position Value (USD)
Position in Diagnostics & Research
Healthcare · as of Jun 30, 2026Triad Wealth Partners, LLC holds $1,365,353 across 4 Diagnostics & Research names. A ranks #2 (27.1% of the industry book) .
All Filings in A
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $369,400 | 2,781 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $290,193 | 2,546 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $302,755 | 2,225 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $372,985 | 2,906 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $336,446 | 2,851 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $251,857 | 2,153 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $255,649 | 1,903 | Shares | Sole | 2025-02-06 | |
| 2024-06-30 | $140,648 | 1,085 | Shares | Sole | 2024-07-18 | |
| No filing history on record for this holder in this stock. | ||||||