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Disclosery

Partnership Wealth Management, LLC: SPDW position timeline

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

Partnership Wealth Management, LLC held 210,736 SPDW 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 210,736 shares
    Change vs previous 13F -7,356 shares

    7.55% of the 13F portfolio, value $10,581,059.

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

  2. period ended2026-06-30
    13F 218,092 shares
    Change vs previous 13F +7,258 shares

    7.43% of the 13F portfolio, value $10,989,660.

    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 210,834 shares
    Change vs previous 13F -17,964 shares

    7.34% of the 13F portfolio, value $9,624,569.

    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 228,798 shares
    Change vs previous 13F +6,833 shares

    7.31% of the 13F portfolio, value $10,160,916.

    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 221,965 shares
    Change vs previous 13F +7,712 shares

    7.31% of the 13F portfolio, value $9,497,877.

    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 214,253 shares
    Change vs previous 13F +37,857 shares

    7.02% of the 13F portfolio, value $8,675,099.

    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 176,396 shares
    Change vs previous 13F +1,847 shares

    5.45% of the 13F portfolio, value $6,422,575.

    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 174,549 shares
    Change vs previous 13F not available

    4.96% of the 13F portfolio, value $5,957,357.

    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).