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Disclosery

Partnership Wealth Management, LLC: FHLC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Partnership Wealth Management, LLC on FHLC, newest first. How the timeline and the estimate are built.

Partnership Wealth Management, LLC held 5,094 FHLC shares at 2026-09-30 per its 13F-HR filed 2026-10-05.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 5,094 shares
    Change vs previous 13F -261 shares

    0.3% of the 13F portfolio, value $416,194.

    13F-HR 0002010656-26-000006 filed by Partnership Wealth Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 5,355 shares
    Change vs previous 13F +162 shares

    0.28% of the 13F portfolio, value $413,676.

    13F-HR 0002010656-26-000004 filed by Partnership 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 ended2026-03-31
    13F 5,193 shares
    Change vs previous 13F +477 shares

    0.28% of the 13F portfolio, value $365,369.

    13F-HR 0002010656-26-000003 filed by Partnership 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 ended2025-12-31
    13F 4,716 shares
    Change vs previous 13F +228 shares

    0.25% of the 13F portfolio, value $350,282.

    13F-HR 0002010656-26-000001 filed by Partnership 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 ended2025-09-30
    13F 4,488 shares
    Change vs previous 13F +138 shares

    0.23% of the 13F portfolio, value $300,080.

    13F-HR 0002010656-25-000007 filed by Partnership 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 ended2025-06-30
    13F 4,350 shares
    Change vs previous 13F +202 shares

    0.23% of the 13F portfolio, value $278,203.

    13F-HR 0002010656-25-000004 filed by Partnership 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 ended2025-03-31
    13F 4,148 shares
    Change vs previous 13F -88 shares

    0.24% of the 13F portfolio, value $283,400.

    13F-HR 0002010656-25-000003 filed by Partnership Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 4,236 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $276,820.

    13F-HR 0002010656-25-000001 filed by Partnership Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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