Performance Wealth Partners, LLC: DLN position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Performance Wealth Partners, LLC on DLN, newest first. How the timeline and the estimate are built.
Performance Wealth Partners, LLC held 4,400 DLN shares at 2026-06-30 per its 13F-HR filed 2026-08-07.
the latest 13F is the newest step
- period ended2026-06-3013F 4,400 sharesChange vs previous 13F 0 shares
0.01% of the 13F portfolio, value $423,808.
13F-HR 0001951757-26-001190 filed by Performance Wealth Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 4,400 sharesChange vs previous 13F -350 shares
0.01% of the 13F portfolio, value $393,052.
13F-HR 0001951757-26-000568 filed by Performance Wealth Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 4,750 sharesChange vs previous 13F 0 shares
0.01% of the 13F portfolio, value $418,380.
13F-HR 0001951757-26-000258 filed by Performance Wealth Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 4,750 sharesChange vs previous 13F 0 shares
0.01% of the 13F portfolio, value $413,392.
13F-HR 0001951757-25-001310 filed by Performance Wealth Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 4,750 sharesChange vs previous 13F +1,925 shares
0.01% of the 13F portfolio, value $390,165.
13F-HR 0001951757-25-000972 filed by Performance Wealth Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 2,825 sharesChange vs previous 13F 0 shares
0.01% of the 13F portfolio, value $224,220.
13F-HR 0001951757-25-000393 filed by Performance Wealth Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 2,825 sharesChange vs previous 13F -115 shares
0.01% of the 13F portfolio, value $219,757.
13F-HR 0001951757-25-000052 filed by Performance Wealth Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 2,940 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $230,966.
13F-HR 0001951757-24-001005 filed by Performance Wealth Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).