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
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2023 98 $284M +$50.3M -$2.84M +$47.4M DFAC, IVW, DFSD, DFCF, DFAI 13F-HR 11/2/2023, 10:41 AM
Q2 2023 94 $244M +$7.76M -$4.71M +$3.05M DFAC, IVW, DFSD, DFCF, BSV 13F-HR 7/31/2023, 10:10 AM
Q1 2023 98 $230M +$12.6M -$17.2M -$4.61M DFAC, IVW, DFSD, DFCF, BSV 13F-HR 5/5/2023, 04:07 PM
Q4 2022 110 $224M +$37.2M -$8.39M +$28.8M DFAC, IVW, DFSD, BSV, DFCF 13F-HR 2/14/2023, 10:34 AM
Q3 2022 101 $184M +$16.6M -$4.36M +$12.3M DFAC, IVW, DFSD, DFCF, AAPL 13F-HR 11/4/2022, 04:24 PM
Q2 2022 103 $181M +$26.5M -$7.88M +$18.6M DFAC, DFSD, IVW, DFCF, AAPL 13F-HR 8/11/2022, 10:46 AM
Q1 2022 111 $187M +$34.8M -$8.71M +$26M DFAC, DFSD, IVW, DFCF, AAPL 13F-HR 5/9/2022, 10:18 AM
Q4 2021 117 $168M $0 $0 DFAC, DFCF, AAPL, DFSD, DFUS 13F-HR 5/9/2022, 10:16 AM