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PARTNERS WEALTH MANAGEMENT, LLC: DWX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of PARTNERS WEALTH MANAGEMENT, LLC on DWX, newest first. How the timeline and the estimate are built.

PARTNERS WEALTH MANAGEMENT, LLC held 23,104 DWX shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 23,104 shares
    Change vs previous 13F +945 shares

    1.04% of the 13F portfolio, value $1,061,862.

    13F-HR 0001214659-26-008734 filed by PARTNERS WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 22,159 shares
    Change vs previous 13F -207 shares

    1.04% of the 13F portfolio, value $1,010,509.

    13F-HR 0001214659-26-005027 filed by PARTNERS WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 22,366 shares
    Change vs previous 13F -153 shares

    1.03% of the 13F portfolio, value $982,668.

    13F-HR 0001214659-26-000618 filed by PARTNERS WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 22,519 shares
    Change vs previous 13F +918 shares

    0.95% of the 13F portfolio, value $961,572.

    13F-HR 0001214659-25-015484 filed by PARTNERS WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 21,601 shares
    Change vs previous 13F 0 shares

    0.95% of the 13F portfolio, value $831,864.

    13F-HR 0001214659-25-010743 filed by PARTNERS WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 21,601 shares
    Change vs previous 13F -218 shares

    0.94% of the 13F portfolio, value $828,624.

    13F-HR 0001214659-25-006036 filed by PARTNERS WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 21,819 shares
    Change vs previous 13F not available

    0.87% of the 13F portfolio, value $762,775.

    13F-HR 0001214659-25-001854 filed by PARTNERS WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).