Triad Wealth Partners, LLC
Holdings in DBA
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $251,397 | 9,851 | Shares | Sole | 2026-01-22 |
| 2025-09-30 | $352,830 | 13,185 | Shares | Sole | 2025-10-30 |
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $251,397 | 9,851 | Shares | Sole | 2026-01-22 |
| 2025-09-30 | $352,830 | 13,185 | Shares | Sole | 2025-10-30 |