Triad Wealth Partners
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Triad Wealth Partners’s Simply Good Foods SMPL Stock Holding History

Triad Wealth Partners’s Portfolio SMPL Stock Details SMPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$131K Buy
+11,608
New +$143K 0.01% 554
2024
Q3 		– Sell
-84
Closed -$3.04K – 767
2024
Q2 		$3.04K Buy
+84
New +$3K ﹤0.01% 678

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Triad Wealth Partners's SMPL Position: Q2 2026 in Review

Triad Wealth Partners opened a new position in Simply Good Foods (SMPL) in Q2 2026: 11,608 shares worth $131K. The stake represents 0.01% of the portfolio and ranks #554 among its holdings. This is a return to the name: Triad Wealth Partners previously reported a position in SMPL as recently as Q2 2024.

Triad Wealth Partners first reported a position in SMPL in Q2 2024 and has held it in 2 quarters since. 300 funds tracked by Wall St. Rank hold SMPL as of Q2 2026.

  • Triad Wealth Partners held 11,608 shares of Simply Good Foods worth $131K as of Q2 2026.
  • Simply Good Foods was a new Triad Wealth Partners position in Q2 2026.
  • Simply Good Foods made up 0.01% of Triad Wealth Partners's portfolio in Q2 2026, its #554 holding.
  • Triad Wealth Partners first reported a position in Simply Good Foods in Q2 2024 and has held it in 2 quarters since.
  • 300 funds tracked by Wall St. Rank held Simply Good Foods as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.