Current Market Value 82,418,047
Current Holdings 42
Most Recent File Date 2024-04-12
Total Filings on Record 19
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Triad Investment Management . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2024-04-12 2024-03-31 13F-HR 42 82,418
2024-01-10 2023-12-31 13F-HR 44 76,184
2023-10-13 2023-09-30 13F-HR 46 68,479
2023-07-11 2023-06-30 13F-HR 57 71,882
2023-07-11 2023-03-31 13F-HR 59 68,798
2023-01-27 2022-12-31 13F-HR 56 63,927
2022-10-18 2022-09-30 13F-HR 55 57,599
2022-07-18 2022-06-30 13F-HR 60 67,515
2022-04-27 2022-03-31 13F-HR 62 105,702
2022-04-27 2021-12-31 13F-HR 64 110,124
2021-01-20 2020-12-31 13F-HR 54 90,094
2020-11-09 2020-09-30 13F-HR 51 70,580
2020-07-17 2020-06-30 13F-HR 52 73,876
2020-05-12 2020-03-31 13F-HR 48 57,551
2020-01-13 2019-12-31 13F-HR 45 103,192
2019-10-17 2019-09-30 13F-HR 45 91,911
2019-07-17 2019-06-30 13F-HR 43 96,622
2019-04-09 2019-03-31 13F-HR 50 98,151
2019-02-07 2018-12-31 13F-HR 51 76,354