Triad Wealth Partners, LLC
Position in ALSN — Allison Transmission Holdings Inc
CIK 2012717
LAWRENCE, KS
Position in ALSN
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$315,446
-$879,502 QoQ
Shares Held
2,798
-72.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#377
of 563 holders
Holding Since
Jun 2024
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ALSN Over Time
Shares Held
Position Value (USD)
Position in Auto Parts
Consumer Cyclical · as of Jun 30, 2026Triad Wealth Partners, LLC holds $855,172 across 3 Auto Parts names. ALSN ranks #2 (36.9% of the industry book) .
All Filings in ALSN
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $315,446 | 2,798 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,194,948 | 10,208 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $953,154 | 9,736 | Shares | Sole | 2026-01-22 | |
| 2024-06-30 | $32,637 | 430 | Shares | Sole | 2024-07-18 | |
| No filing history on record for this holder in this stock. | ||||||