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PARTNERS WEALTH MANAGEMENT, LLC: IVW position timeline

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

PARTNERS WEALTH MANAGEMENT, LLC held 17,325 IVW 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 17,325 shares
    Change vs previous 13F +774 shares

    2.34% of the 13F portfolio, value $2,382,679.

    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 16,551 shares
    Change vs previous 13F +362 shares

    1.93% of the 13F portfolio, value $1,872,032.

    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 16,189 shares
    Change vs previous 13F -27 shares

    2.08% of the 13F portfolio, value $1,995,418.

    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 16,216 shares
    Change vs previous 13F +1,345 shares

    1.93% of the 13F portfolio, value $1,957,585.

    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 14,871 shares
    Change vs previous 13F 0 shares

    1.58% of the 13F portfolio, value $1,390,406.

    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 14,871 shares
    Change vs previous 13F +285 shares

    1.57% of the 13F portfolio, value $1,380,443.

    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 14,586 shares
    Change vs previous 13F not available

    1.68% of the 13F portfolio, value $1,480,881.

    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).