Skip to content
Disclosery

Performance Wealth Partners, LLC: ACN position timeline

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

Performance Wealth Partners, LLC held 5,016 ACN shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,016 shares
    Change vs previous 13F -1,190 shares

    0.02% of the 13F portfolio, value $624,191.

    13F-HR 0001951757-26-001190 filed by Performance Wealth Partners, LLC
    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 6,206 shares
    Change vs previous 13F -70 shares

    0.04% of the 13F portfolio, value $1,230,588.

    13F-HR 0001951757-26-000568 filed by Performance Wealth Partners, LLC
    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 6,276 shares
    Change vs previous 13F +177 shares

    0.05% of the 13F portfolio, value $1,683,851.

    13F-HR 0001951757-26-000258 filed by Performance Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 6,099 shares
    Change vs previous 13F -101 shares

    0.04% of the 13F portfolio, value $1,504,013.

    13F-HR 0001951757-25-001310 filed by Performance Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 6,200 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $1,853,118.

    13F-HR 0001951757-25-000972 filed by Performance Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 6,200 shares
    Change vs previous 13F -875 shares

    0.07% of the 13F portfolio, value $1,934,648.

    13F-HR 0001951757-25-000393 filed by Performance Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 7,075 shares
    Change vs previous 13F +5,562 shares

    0.08% of the 13F portfolio, value $2,488,914.

    13F-HR 0001951757-25-000052 filed by Performance Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 1,513 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $534,815.

    13F-HR 0001951757-24-001005 filed by Performance Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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