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Partnership Wealth Management, LLC: RSP position timeline

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

Partnership Wealth Management, LLC held 110,500 RSP 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 110,500 shares
    Change vs previous 13F -8,341 shares

    16.4% of the 13F portfolio, value $22,986,210.

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

  2. period ended2026-06-30
    13F 118,841 shares
    Change vs previous 13F +3,454 shares

    17.09% of the 13F portfolio, value $25,285,800.

    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 115,387 shares
    Change vs previous 13F +55,237 shares

    16.89% of the 13F portfolio, value $22,145,073.

    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 60,150 shares
    Change vs previous 13F +3,683 shares

    8.29% of the 13F portfolio, value $11,522,334.

    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 56,467 shares
    Change vs previous 13F +20,154 shares

    8.25% of the 13F portfolio, value $10,711,790.

    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 36,313 shares
    Change vs previous 13F +13 shares

    5.34% of the 13F portfolio, value $6,599,525.

    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 36,300 shares
    Change vs previous 13F -54 shares

    5.34% of the 13F portfolio, value $6,288,249.

    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 36,354 shares
    Change vs previous 13F not available

    5.3% of the 13F portfolio, value $6,370,311.

    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).