Skip to content
Disclosery

Partnership Wealth Management, LLC: PEP position timeline

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

Partnership Wealth Management, LLC held 11,973 PEP 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 11,973 shares
    Change vs previous 13F +2 shares

    1.08% of the 13F portfolio, value $1,517,205.

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

  2. period ended2026-06-30
    13F 11,971 shares
    Change vs previous 13F +1 shares

    1.1% of the 13F portfolio, value $1,620,907.

    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 11,970 shares
    Change vs previous 13F +142 shares

    1.42% of the 13F portfolio, value $1,858,777.

    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 11,828 shares
    Change vs previous 13F -99 shares

    1.22% of the 13F portfolio, value $1,697,555.

    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 11,927 shares
    Change vs previous 13F 0 shares

    1.29% of the 13F portfolio, value $1,675,028.

    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 11,927 shares
    Change vs previous 13F 0 shares

    1.27% of the 13F portfolio, value $1,574,841.

    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 11,927 shares
    Change vs previous 13F 0 shares

    1.52% of the 13F portfolio, value $1,788,334.

    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 11,927 shares
    Change vs previous 13F not available

    1.51% of the 13F portfolio, value $1,813,620.

    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).