Performance Wealth Partners, LLC: IDMO position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Performance Wealth Partners, LLC on IDMO, newest first. How the timeline and the estimate are built.
Performance Wealth Partners, LLC held 83,189 IDMO shares at 2026-06-30 per its 13F-HR filed 2026-08-07.
the latest 13F is the newest step
- period ended2026-06-3013F 83,189 sharesChange vs previous 13F +17,814 shares
0.12% of the 13F portfolio, value $5,015,461.
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 65,375 sharesChange vs previous 13F +27,169 shares
0.1% of the 13F portfolio, value $3,585,168.
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 38,206 sharesChange vs previous 13F +9,679 shares
0.06% of the 13F portfolio, value $2,123,107.
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 28,527 sharesChange vs previous 13F +5,472 shares
0.04% of the 13F portfolio, value $1,540,173.
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 23,055 sharesChange vs previous 13F not available
0.04% of the 13F portfolio, value $1,181,338.
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).