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Partnership Wealth Management, LLC: T position timeline

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

Partnership Wealth Management, LLC held 24,858 T 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 24,858 shares
    Change vs previous 13F 0 shares

    0.43% of the 13F portfolio, value $606,535.

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

  2. period ended2026-06-30
    13F 24,858 shares
    Change vs previous 13F -223 shares

    0.35% of the 13F portfolio, value $514,561.

    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 25,081 shares
    Change vs previous 13F +223 shares

    0.55% of the 13F portfolio, value $727,112.

    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 24,858 shares
    Change vs previous 13F 0 shares

    0.44% of the 13F portfolio, value $617,473.

    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 24,858 shares
    Change vs previous 13F 0 shares

    0.54% of the 13F portfolio, value $701,990.

    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 24,858 shares
    Change vs previous 13F 0 shares

    0.58% of the 13F portfolio, value $719,391.

    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 24,858 shares
    Change vs previous 13F 0 shares

    0.6% of the 13F portfolio, value $702,984.

    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 24,858 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $566,017.

    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).