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Triad Wealth Partners, LLC → INTA
Triad Wealth Partners, LLC INTA Position History
Intapp, Inc. • Technology
Quarters held
2
Latest value
$318K
Q3 2026
Peak value
$318K
First seen
Q2 2026
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q2 2026 | $309K |
| Q3 2026 | $318K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $318K | 8.8K | — | — |
| Q2 2026 | $309K | 9.2K | — | — |