Triad Wealth Partners, LLC has filed its quarterly report, detailing its holdings as of September 30, 2026. This filing is essential as it provides insight into the company's investment strategies and market positioning.
Background
Triad Wealth Partners, LLC is categorized under the entity type "other" and operates in the wealth management sector. The firm is based in Lawrence, Kansas, with a business address at 730 New Hampshire Street, Suite 222. The company has made several recent filings, including a 13F-HR on October 26, 2026, and others throughout the year.
What the Filing Says
The filing dated October 26, 2026, is a 13F-HR, which reports on the company’s institutional investment holdings. While specific details about the holdings were not disclosed in the filing, it is noted that the report is crucial for understanding the firm's investment landscape.
Impact
This filing may affect investors and analysts who follow Triad Wealth Partners, as it provides a snapshot of the firm's investment strategy. Additionally, other firms in the wealth management industry might adjust their strategies based on the insights gleaned from Triad's reported holdings.
What's Next
The filing does not say what happens next.
Additional Details
The filing provides specific information regarding the period of the report, which is noted as September 30, 2026. It was accepted by the SEC on the same day, October 26, 2026, indicating a timely submission by Triad Wealth Partners, LLC.
Company Information
Triad Wealth Partners, LLC is registered under the Central Index Key (CIK) number 0002012717. The firm is incorporated in Delaware and has an Employer Identification Number (EIN) of 922788250. Its fiscal year ends on December 31, which is typical for many financial institutions.
Filing Documents
The filing includes two primary document types: the 13F-HR form and an information table. The information table, which is crucial for understanding the specific holdings, is available in both HTML and XML formats. This allows for easier analysis and processing of the data contained within the filing.
Contact Information
For further inquiries, the company can be reached at its business address: 730 New Hampshire Street, Suite 222, Lawrence, KS 66044, with a contact phone number of 785-830-0000.