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Disclosery

Partnership Wealth Management, LLC: ILMN position timeline

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

Partnership Wealth Management, LLC held 0 ILMN shares at 2025-09-30 per its 13F-HR filed 2025-10-08.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 0 shares
    Change vs previous 13F -14,779 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-06-30
    13F 14,779 shares
    Change vs previous 13F +6,307 shares

    1.14% of the 13F portfolio, value $1,410,064.

    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).

  3. period ended2025-03-31
    13F 8,472 shares
    Change vs previous 13F +377 shares

    0.57% of the 13F portfolio, value $672,168.

    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).

  4. period ended2024-12-31
    13F 8,095 shares
    Change vs previous 13F not available

    0.9% of the 13F portfolio, value $1,081,735.

    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).