TRIAD FINANCIAL ADVISORS, INC. SEC EDGAR Filings (CIK 0001925074)

SEC EDGAR filings, ownership reports, and insider transactions for TRIAD FINANCIAL ADVISORS, INC..

Business address
3623 N. Elm Street, Suite 102, Greensboro, NC, 27455
Top securities (13F)
DFAC, IVW, DFSD, DFCF, DFAI, DUHP, BSV, DFLV, AAPL, DFIC, DFUV, DFEM, SCHWAB CHARLES FAMILY FD, SPY, BND, CAT, DFUS, DFAT, MSFT, and VOOG
State of incorporation
NC
Fiscal year end
31 December
⭐ Add to watchlist ⭐
TRIAD FINANCIAL ADVISORS, INC. has filed 8 SEC EDGAR filings since 09 May 2022

Latest Filings

Recent SEC filings for TRIAD FINANCIAL ADVISORS, INC. including 13F-HR.

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open 13F-HR document View SEC filing for 13F-HR 02 Nov 2023 30 Sep 2023 028-22465
13F-HR Open 13F-HR document View SEC filing for 13F-HR 31 Jul 2023 30 Jun 2023 028-22465
13F-HR Open 13F-HR document View SEC filing for 13F-HR 05 May 2023 31 Mar 2023 028-22465
13F-HR Open 13F-HR document View SEC filing for 13F-HR 14 Feb 2023 31 Dec 2022 028-22465
13F-HR Open 13F-HR document View SEC filing for 13F-HR 04 Nov 2022 30 Sep 2022 028-22465
13F-HR Open 13F-HR document View SEC filing for 13F-HR 11 Aug 2022 30 Jun 2022 028-22465
13F-HR Open 13F-HR document View SEC filing for 13F-HR 09 May 2022 31 Mar 2022 028-22465
13F-HR Open 13F-HR document View SEC filing for 13F-HR 09 May 2022 31 Dec 2021 028-22465

About this filer

TRIAD FINANCIAL ADVISORS, INC. files with the SEC under CIK 0001925074. 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.

Related pages