Triad Wealth Partners, LLC SEC EDGAR Filings (CIK 0002012717)

SEC EDGAR filings, ownership reports, and insider transactions for Triad Wealth Partners, LLC.

Business address
730 New Hampshire Street, Suite 222, Lawrence, KS, 66044
Top securities (13F)
FBND, BUFR, DYNF, IVW, IVE, QUAL, VOO, XISE, MGC, IEMG, EFV, AAPL, MSFT, NVDA, TLH, MBB, GOVT, JCPB, BAI, and THRO
State of incorporation
DE
Fiscal year end
31 December
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Triad Wealth Partners, LLC has filed 9 SEC EDGAR filings since 23 Apr 2024

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 30 Oct 2025 30 Sep 2025 028-24074
N-PX Open Document Open Filing 21 Jul 2025 30 Jun 2025 028-24074
13F-HR Open Document Open Filing 21 Jul 2025 30 Jun 2025 028-24074
13F-HR Open Document Open Filing 14 May 2025 31 Mar 2025 028-24074
13F-HR Open Document Open Filing 06 Feb 2025 31 Dec 2024 028-24074
13F-HR Open Document Open Filing 21 Oct 2024 30 Sep 2024 028-24074
N-PX Open Document Open Filing 13 Aug 2024 30 Jun 2024 028-24074
13F-HR Open Document Open Filing 18 Jul 2024 30 Jun 2024 028-24074
13F-HR Open Document Open Filing 23 Apr 2024 31 Mar 2024 028-24074