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PARTNERS WEALTH MANAGEMENT, LLC: PM position timeline

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

PARTNERS WEALTH MANAGEMENT, LLC held 2,994 PM 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 2,994 shares
    Change vs previous 13F 0 shares

    0.53% of the 13F portfolio, value $541,690.

    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 2,994 shares
    Change vs previous 13F -32 shares

    0.51% of the 13F portfolio, value $495,069.

    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 3,026 shares
    Change vs previous 13F 0 shares

    0.51% of the 13F portfolio, value $485,411.

    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 3,026 shares
    Change vs previous 13F -18 shares

    0.48% of the 13F portfolio, value $490,858.

    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 3,044 shares
    Change vs previous 13F 0 shares

    0.55% of the 13F portfolio, value $481,226.

    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 3,044 shares
    Change vs previous 13F -185 shares

    0.55% of the 13F portfolio, value $483,174.

    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 3,229 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $388,610.

    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).