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Disclosery

Paulson Wealth Management Inc.: TROW position timeline

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

Paulson Wealth Management Inc. held 2,935 TROW shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,935 shares
    Change vs previous 13F +292 shares

    0.07% of the 13F portfolio, value $333,680.

    13F-HR 0001172661-26-003028 filed by Paulson Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 2,643 shares
    Change vs previous 13F +367 shares

    0.06% of the 13F portfolio, value $238,240.

    13F-HR 0001172661-26-001633 filed by Paulson Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 2,276 shares
    Change vs previous 13F +233 shares

    0.05% of the 13F portfolio, value $233,017.

    13F-HR 0001172661-26-000481 filed by Paulson Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 2,043 shares
    Change vs previous 13F +2,043 shares

    0.05% of the 13F portfolio, value $209,694.

    13F-HR 0001172661-25-004553 filed by Paulson Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-03-31
    13F 0 shares
    Change vs previous 13F -2,166 shares

    13F-HR 0001172661-25-001699 filed by Paulson Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  6. period ended2024-12-31
    13F 2,166 shares
    Change vs previous 13F +138 shares

    0.07% of the 13F portfolio, value $244,953.

    13F-HR 0001172661-25-000735 filed by Paulson Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-09-30
    13F 2,028 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $220,910.

    13F-HR 0001172661-24-004468 filed by Paulson Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).