Position in P
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$470,455
+$128,319 QoQ
Shares Held
5,971
+3.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#513
of 804 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in P Over Time
Shares Held
Position Value (USD)
Position in Computer Hardware
Technology · as of Jun 30, 2026Triad Wealth Partners, LLC holds $4,869,928 across 6 Computer Hardware names. P ranks #6 (9.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DELL |
Dell Technologies Inc.
|
3,254 | $1,403,970 | |
| 2 | ANET |
Arista Networks, Inc.
|
6,557 | $1,113,903 | |
| 3 | STX |
Seagate Technology Holdings plc
|
832 | $802,880 | |
| 4 | WDC |
Western Digital Corp
|
863 | $551,215 | |
| 5 | SNDK |
Sandisk Corp
|
232 | $527,505 | |
| 6 | P |
Everpure, Inc.
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|
5,971 | $470,455 |
All Filings in P
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $470,455 | 5,971 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $342,136 | 5,795 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $389,127 | 5,807 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $484,254 | 5,778 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $326,881 | 5,677 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $250,036 | 5,648 | Shares | Sole | 2025-05-14 | |
| No filing history on record for this holder in this stock. | ||||||