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Disclosery

Performance Wealth Partners, LLC: GS position timeline

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

Performance Wealth Partners, LLC held 140,897 GS 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 140,897 shares
    Change vs previous 13F +1,659 shares

    3.54% of the 13F portfolio, value $142,499,474.

    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 139,238 shares
    Change vs previous 13F +1,647 shares

    3.42% of the 13F portfolio, value $117,794,091.

    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 137,591 shares
    Change vs previous 13F +857 shares

    3.28% of the 13F portfolio, value $120,942,430.

    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 136,734 shares
    Change vs previous 13F +2,794 shares

    3.04% of the 13F portfolio, value $108,888,501.

    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 133,940 shares
    Change vs previous 13F +3,124 shares

    3.03% of the 13F portfolio, value $94,796,160.

    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 130,816 shares
    Change vs previous 13F +8,777 shares

    2.55% of the 13F portfolio, value $71,463,393.

    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 122,039 shares
    Change vs previous 13F +2,539 shares

    2.25% of the 13F portfolio, value $69,882,097.

    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 119,500 shares
    Change vs previous 13F not available

    2.04% of the 13F portfolio, value $59,158,660.

    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).