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Disclosery

Performance Wealth Partners, LLC: IJK position timeline

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

Performance Wealth Partners, LLC held 24,898 IJK 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 24,898 shares
    Change vs previous 13F -424 shares

    0.07% of the 13F portfolio, value $2,925,515.

    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 25,322 shares
    Change vs previous 13F -739 shares

    0.07% of the 13F portfolio, value $2,547,900.

    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 26,061 shares
    Change vs previous 13F -1,423 shares

    0.07% of the 13F portfolio, value $2,524,790.

    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 27,484 shares
    Change vs previous 13F -1,092 shares

    0.07% of the 13F portfolio, value $2,635,441.

    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 28,576 shares
    Change vs previous 13F -247 shares

    0.08% of the 13F portfolio, value $2,599,844.

    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 28,823 shares
    Change vs previous 13F -5,458 shares

    0.09% of the 13F portfolio, value $2,400,379.

    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 34,281 shares
    Change vs previous 13F -2,169 shares

    0.1% of the 13F portfolio, value $3,117,171.

    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 36,450 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $3,350,848.

    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).