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Partnership Wealth Management, LLC: IWF position timeline

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

Partnership Wealth Management, LLC held 24,237 IWF 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 24,237 shares
    Change vs previous 13F -1,410 shares

    2.17% of the 13F portfolio, value $3,035,865.

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

  2. period ended2026-06-30
    13F 25,647 shares
    Change vs previous 13F +18,972 shares

    2.15% of the 13F portfolio, value $3,184,543.

    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 6,675 shares
    Change vs previous 13F -10,409 shares

    2.17% of the 13F portfolio, value $2,846,208.

    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 17,084 shares
    Change vs previous 13F -971 shares

    5.82% of the 13F portfolio, value $8,085,976.

    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 18,055 shares
    Change vs previous 13F -3 shares

    6.51% of the 13F portfolio, value $8,456,964.

    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 18,058 shares
    Change vs previous 13F +922 shares

    6.21% of the 13F portfolio, value $7,667,269.

    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 17,136 shares
    Change vs previous 13F +7 shares

    5.25% of the 13F portfolio, value $6,187,602.

    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 17,129 shares
    Change vs previous 13F not available

    5.73% of the 13F portfolio, value $6,878,521.

    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).