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

Recent SEC filings for Triad Wealth Partners, LLC including 13F-HR, N-PX.

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

About this filer

Triad Wealth Partners, LLC files with the SEC under CIK 0002012717. This page aggregates EDGAR filings and related ownership activity.

FAQ

What is a CIK?
A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.
Why are some filings missing?
New filings appear as the SEC updates EDGAR, and older records can vary by availability.
How often is this page updated?
Updates follow new EDGAR submissions and periodic data refreshes.

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