Partnership Wealth Management, LLC: PG position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Partnership Wealth Management, LLC on PG, newest first. How the timeline and the estimate are built.
Partnership Wealth Management, LLC held 6,084 PG shares at 2026-09-30 per its 13F-HR filed 2026-10-05.
the latest 13F is the newest step
- period ended2026-09-3013F 6,084 sharesChange vs previous 13F +6 shares
0.63% of the 13F portfolio, value $883,856.
13F-HR 0002010656-26-000006 filed by Partnership Wealth Management, LLC
Accepted , ingested - period ended2026-06-3013F 6,078 sharesChange vs previous 13F -93 shares
0.6% of the 13F portfolio, value $891,212.
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).
- period ended2026-03-3113F 6,171 sharesChange vs previous 13F +5 shares
0.68% of the 13F portfolio, value $891,381.
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 6,166 sharesChange vs previous 13F +6 shares
0.64% of the 13F portfolio, value $883,638.
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 6,160 sharesChange vs previous 13F -563 shares
0.73% of the 13F portfolio, value $946,498.
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 6,723 sharesChange vs previous 13F +9 shares
0.87% of the 13F portfolio, value $1,071,057.
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 6,714 sharesChange vs previous 13F +9 shares
0.97% of the 13F portfolio, value $1,144,159.
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 6,705 sharesChange vs previous 13F not available
0.94% of the 13F portfolio, value $1,124,177.
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).