Triad Wealth Partners, LLC

Position in LPLA — LPL Financial Holdings Inc.

CIK 2012717 LAWRENCE, KS

Position in LPLA

as of Mar 31, 2026 · filed Apr 16, 2026 Compact

Position Value

$604,969

-$86,869 QoQ

Shares Held

2,011

+3.8% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2024

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Triad Wealth Partners, LLC holds $4,310,776 across 3 Capital Markets names.

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley	11,050	$2,309,892
2	GS	Goldman Sachs Group Inc	1,381	$1,396,701
3	SCHW	Schwab Charles Corp	6,548	$604,183

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$604,969	2,011	+3.8%	Shares	Sole	2026-04-16
2025-12-31	$691,838	1,937	+24112.5%	Shares	Sole	2026-01-22
2024-06-30	$2,234	8	—	Shares	Sole	2024-07-18
No filing history on record for this holder in this stock.