Triad Wealth Partners, LLC SKOR holdings history
NT CRDSCR US CORP BD ETF · CUSIP 33939L761 · CIK 2012717
As of 2026-06-30, Triad Wealth Partners, LLC reported 47.77K SKOR (shares), valued at $2.29M, or 0.14% of its reported non-derivative portfolio. Filed 2026-08-10.
Verify history & sources →Shares increased 12.22%; reported value increased 10.54%, and weight changed -0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 0.14% | 47,766 | SEC filing ↗Filed Aug 10, 2026 |
| Q1 2026 | 0.16% | 42,563 | SEC filing ↗Filed Apr 16, 2026 |
| Q4 2025 | 0.13% | 28,294 | SEC filing ↗Filed Jan 22, 2026 |
| Q3 2025 | 0.12% | 18,459 | SEC filing ↗Filed Oct 30, 2025 |
| Q2 2025 | 0.14% | 13,903 | SEC filing ↗Filed Jul 21, 2025 |
| Q1 2025 | 0.23% | 15,233 | SEC filing ↗Filed May 14, 2025 |
| Q4 2024 | 0.41% | 23,924 | SEC filing ↗Filed Feb 6, 2025 |
| Q3 2024 | 1.87% | 71,686 | SEC filing ↗Filed Oct 21, 2024 |
| Q2 2024 | 2.49% | 100,290 | SEC filing ↗Filed Jul 18, 2024 |
| Q1 2024 | 3.09% | 84,346 | SEC filing ↗Filed Apr 23, 2024 |
| Q4 2023 | Not reported | Not reported | No filing this quarter |
| Q3 2023 | Not reported | Not reported | No filing this quarter |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | Not reported | — | — | The manager filed nothing for this quarter; a missing quarter is not treated as zero holdings. | — |
| Q4 2023 | Not reported | — | — | The manager filed nothing for this quarter; a missing quarter is not treated as zero holdings. | — |
| Q1 2024 | 3.09% | 84,346 | $4.03M | A comparable prior-quarter record is unavailable; changes are not inferred. | SEC filing ↗ Filed Apr 23, 2024 |
| Q2 2024 | 2.49% | 100,290 | $4.76M | Shares increased 18.90%; reported value increased 18.13%, and weight changed -0.60 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 18, 2024 |
| Q3 2024 | 1.87% | 71,686 | $3.52M | Shares decreased 28.52%; reported value decreased 26.04%, and weight changed -0.62 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 21, 2024 |
| Q4 2024 | 0.41% | 23,924 | $1.14M | Shares decreased 66.63%; reported value decreased 67.59%, and weight changed -1.46 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 6, 2025 |
| Q1 2025 | 0.23% | 15,233 | $736.20K | Shares decreased 36.33%; reported value decreased 35.49%, and weight changed -0.18 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 14, 2025 |
| Q2 2025 | 0.14% | 13,903 | $678.19K | Shares decreased 8.73%; reported value decreased 7.88%, and weight changed -0.09 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 21, 2025 |
| Q3 2025 | 0.12% | 18,459 | $909.11K | Shares increased 32.77%; reported value increased 34.05%, and weight changed -0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 30, 2025 |
| Q4 2025 | 0.13% | 28,294 | $1.39M | Shares increased 53.28%; reported value increased 52.89%, and weight changed +0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 22, 2026 |
| Q1 2026 | 0.16% | 42,563 | $2.07M | Shares increased 50.43%; reported value increased 48.89%, and weight changed +0.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 16, 2026 |
| Q2 2026 | 0.14% | 47,766 | $2.29M | Shares increased 12.22%; reported value increased 10.54%, and weight changed -0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 10, 2026 |
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