Triad Wealth Partners, LLC
- SEC CIK
- 0002012717
- Latest filing
- Aug 10, 2026
T holding history
AT&T Inc. in every 13F filed by Triad Wealth Partners, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
T overviewAll 13F holders of TFull Q2 2026 holdings
- Shares (Q2 2026)
- 38,871
- Value
- $917.0K
- % of portfolio
- 0.1%
- Quarters held
- 9
- Since Q2 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 38,871 | $917.0K | 0.1% | +1,712+4.6% | Added | Holders |
| Q1 2026 | 37,159 | $1.08M | 0.1% | −666−1.8% | Reduced | Holders |
| Q4 2025 | 37,825 | $939.6K | 0.1% | +5,194+15.9% | Added | Holders |
| Q3 2025 | 32,631 | $921.5K | 0.1% | +11,370+53.5% | Added | Holders |
| Q2 2025 | 21,261 | $615.3K | 0.1% | +985+4.9% | Added | Holders |
| Q1 2025 | 20,276 | $573.4K | 0.2% | +904+4.7% | Added | Holders |
| Q4 2024 | 19,372 | $441.1K | 0.2% | +8,887+84.8% | Added | Holders |
| Q3 2024 | 10,485 | $230.7K | 0.1% | −1,209−10.3% | Reduced | Holders |
| Q2 2024 | 11,694 | $223.5K | 0.1% | +11,694 | New | Holders |