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Triad Financial Advisors, Inc.

CIK: 0001925074 | GREENSBORO, NC

Q2 2023 vs Q3 2023 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q3 2023
13F-HR98$283.9M2023-11-02SEC ↗
Q2 2023
13F-HR94$243.6M2023-07-31SEC ↗
Q1 2023
13F-HR98$229.7M2023-05-05SEC ↗
Q4 2022
13F-HR110$224.2M2023-02-14SEC ↗
Q3 2022
13F-HR101$4.8M2022-11-04SEC ↗
Q2 2022
13F-HR103$5.3M2022-08-11SEC ↗
Q1 2022
13F-HR111$5.9M2022-05-09SEC ↗
Q4 2021
13F-HR117$4.3M2022-05-09SEC ↗