Position in R
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$770,472
+$102,504 QoQ
Shares Held
2,921
-10.5% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#291
of 578 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in R Over Time
Shares Held
Position Value (USD)
Position in Rental & Leasing Services
Industrials · as of Jun 30, 2026Triad Wealth Partners, LLC holds $1,063,890 across 2 Rental & Leasing Services names. R ranks #1 (72.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | R |
Ryder System Inc
This page
|
2,921 | $770,472 | |
| 2 | URI |
United Rentals, Inc.
|
259 | $293,418 |
All Filings in R
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $770,472 | 2,921 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $667,968 | 3,263 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $699,147 | 3,653 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $774,555 | 4,106 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $652,854 | 4,106 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $590,196 | 4,104 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $643,282 | 4,101 | Shares | Sole | 2025-02-06 | |
| No filing history on record for this holder in this stock. | ||||||