Skip to content
Disclosery

PARTNERS WEALTH MANAGEMENT, LLC: XTRE position timeline

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

PARTNERS WEALTH MANAGEMENT, LLC held 32,468 XTRE 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 32,468 shares
    Change vs previous 13F +718 shares

    1.56% of the 13F portfolio, value $1,591,925.

    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 31,750 shares
    Change vs previous 13F -2,023 shares

    1.62% of the 13F portfolio, value $1,571,940.

    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 33,773 shares
    Change vs previous 13F +10,461 shares

    1.76% of the 13F portfolio, value $1,680,615.

    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 23,312 shares
    Change vs previous 13F +8,057 shares

    1.15% of the 13F portfolio, value $1,161,837.

    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 15,255 shares
    Change vs previous 13F -101 shares

    0.86% of the 13F portfolio, value $753,738.

    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 15,356 shares
    Change vs previous 13F +761 shares

    0.86% of the 13F portfolio, value $760,571.

    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 14,595 shares
    Change vs previous 13F not available

    0.81% of the 13F portfolio, value $711,789.

    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).