Triad Wealth Partners, LLC

Position in MA — Mastercard Inc

CIK 2012717 LAWRENCE, KS

Position in MA

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$1,809,926

+$368,407 QoQ

Shares Held

3,524

+22.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.37%

of 13F equity value

Holder Rank

#1,687

of 3,560 holders

Holding Since

Mar 2024

9 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Triad Wealth Partners, LLC holds $5,636,403 across 5 Credit Services names. MA ranks #2 (32.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	7,129	$2,445,888
2	MA	Mastercard Inc This page	3,524	$1,809,926
3	AXP	American Express Co	1,776	$600,732
4	COF	Capital One Financial Corp	2,034	$408,061
5	SOFI	SoFi Technologies, Inc.	20,736	$371,796

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,809,926	3,524	+22.1%	Shares	Sole	2026-08-10
2026-03-31	$1,441,519	2,885	+7.6%	Shares	Sole	2026-04-16
2025-12-31	$1,530,529	2,681	-7.5%	Shares	Sole	2026-01-22
2025-09-30	$1,647,842	2,897	+28.1%	Shares	Sole	2025-10-30
2025-06-30	$1,271,108	2,262	+27.8%	Shares	Sole	2025-07-21
2025-03-31	$970,172	1,770	-8.4%	Shares	Sole	2025-05-14
2024-12-31	$1,017,333	1,932	+31.1%	Shares	Sole	2025-02-06
2024-06-30	$650,269	1,474	+78.5%	Shares	Sole	2024-07-18
2024-03-31	$397,776	826	—	Shares	Sole	2024-04-23
No filing history on record for this holder in this stock.