Partnership Wealth Management, LLC: CTRA position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Partnership Wealth Management, LLC on CTRA, newest first. How the timeline and the estimate are built.
Partnership Wealth Management, LLC held 0 CTRA shares at 2026-06-30 per its 13F-HR filed 2026-07-10.
the latest 13F is the newest step
- period ended2026-06-3013F 0 sharesChange vs previous 13F -38,243 shares
13F-HR 0002010656-26-000004 filed by Partnership Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2026-03-3113F 38,243 sharesChange vs previous 13F -14,166 shares
1.02% of the 13F portfolio, value $1,343,859.
13F-HR 0002010656-26-000003 filed by Partnership Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 52,409 sharesChange vs previous 13F +1,930 shares
0.99% of the 13F portfolio, value $1,379,405.
13F-HR 0002010656-26-000001 filed by Partnership Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 50,479 sharesChange vs previous 13F +6,312 shares
0.92% of the 13F portfolio, value $1,193,828.
13F-HR 0002010656-25-000007 filed by Partnership Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 44,167 sharesChange vs previous 13F -40 shares
0.91% of the 13F portfolio, value $1,120,958.
13F-HR 0002010656-25-000004 filed by Partnership Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 44,207 sharesChange vs previous 13F +340 shares
1.08% of the 13F portfolio, value $1,277,582.
13F-HR 0002010656-25-000003 filed by Partnership Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 43,867 sharesChange vs previous 13F not available
0.93% of the 13F portfolio, value $1,120,363.
13F-HR 0002010656-25-000001 filed by Partnership Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).