Position in TRU
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$183,091
-$40,287 QoQ
Shares Held
2,538
-2.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#384
of 518 holders
Holding Since
Jun 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TRU Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Triad Wealth Partners, LLC holds $2,275,987 across 6 Financial Data & Stock Exchanges names. TRU ranks #6 (8.0% of the industry book) .
All Filings in TRU
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $183,091 | 2,538 | Shares | Sole | 2026-08-10 | |
| 2025-12-31 | $223,378 | 2,605 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $313,923 | 3,747 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $332,640 | 3,780 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $286,398 | 3,451 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $310,763 | 3,352 | Shares | Sole | 2025-02-06 | |
| 2024-06-30 | $1,260 | 17 | Shares | Sole | 2024-07-18 | |
| No filing history on record for this holder in this stock. | ||||||