TRIAD FINANCIAL ADVISORS, INC.

Business address
3623 N. Elm Street, Suite 102, Greensboro, NC, 27455
Top securities (13F)
DFAC, IVW, DFSD, DFCF, DFAI, DUHP, BSV, DFLV, AAPL, DFIC, DFUV, DFEM, SPY, BND, CAT, DFUS, DFAT, MSFT, VOOG, and DUK
State of incorporation
NC
Fiscal year end
31 December
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TRIAD FINANCIAL ADVISORS, INC. has filed 8 SEC EDGAR filings since 09 May 2022

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 02 Nov 2023 30 Sep 2023 028-22465
13F-HR Open Document Open Filing 31 Jul 2023 30 Jun 2023 028-22465
13F-HR Open Document Open Filing 05 May 2023 31 Mar 2023 028-22465
13F-HR Open Document Open Filing 14 Feb 2023 31 Dec 2022 028-22465
13F-HR Open Document Open Filing 04 Nov 2022 30 Sep 2022 028-22465
13F-HR Open Document Open Filing 11 Aug 2022 30 Jun 2022 028-22465
13F-HR Open Document Open Filing 09 May 2022 31 Mar 2022 028-22465
13F-HR Open Document Open Filing 09 May 2022 31 Dec 2021 028-22465