13F Filings History of TRIAD FINANCIAL ADVISORS, INC.

Latest 13F report
Q3 2023 - 02 Nov 2023
Value $
$283,920,964
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 $283,920,964 as of Q3 2023. Top holdings included DFAC, IVW, DFSD, DFCF, and DFAI.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q3 2023 98 $283,920,964 +$50,259,297 -$2,837,620 +$47,421,677 DFAC, IVW, DFSD, DFCF, DFAI 13F-HR 02 Nov 2023, 10:41
Q2 2023 94 $243,583,689 +$7,763,078 -$4,710,535 +$3,052,543 DFAC, IVW, DFSD, DFCF, BSV 13F-HR 31 Jul 2023, 10:10
Q1 2023 98 $229,731,447 +$12,627,098 -$17,240,018 -$4,612,920 DFAC, IVW, DFSD, DFCF, BSV 13F-HR 05 May 2023, 16:07
Q4 2022 110 $224,246,010 +$37,198,988 -$8,393,658 +$28,805,330 DFAC, IVW, DFSD, BSV, DFCF 13F-HR 14 Feb 2023, 10:34
Q3 2022 101 $183,881,000 +$16,647,845 -$4,358,461 +$12,289,384 DFAC, IVW, DFSD, DFCF, AAPL 13F-HR 04 Nov 2022, 16:24
Q2 2022 103 $180,504,000 +$26,456,084 -$7,881,492 +$18,574,592 DFAC, DFSD, IVW, DFCF, AAPL 13F-HR 11 Aug 2022, 10:46
Q1 2022 111 $186,975,000 +$34,751,242 -$8,711,359 +$26,039,883 DFAC, DFSD, IVW, DFCF, AAPL 13F-HR 09 May 2022, 10:18
Q4 2021 117 $168,486,000 $0 $0 $0 DFAC, DFCF, AAPL, DFSD, DFUS 13F-HR 09 May 2022, 10:16