TRIAD FINANCIAL ADVISORS, INC.

13F Filings History

Latest 13F report
Q3 2023 - Nov 2, 2023
Value $
$284M
Signature - Title
Nathaniel Carswell - Chief Compliance Officer
Location
Greensboro, NC
Summary
This page shows a list of all the recent 13F filings made by TRIAD FINANCIAL ADVISORS, INC.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. TRIAD FINANCIAL ADVISORS, INC. reported 98 stock holdings with total value $284M as of Q3 2023. Top holdings included DFAC, IVW, DFSD, DFCF, and DFAI.
Holdings Value