Performance Wealth Partners, LLC: ITW position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Performance Wealth Partners, LLC on ITW, newest first. How the timeline and the estimate are built.
Performance Wealth Partners, LLC held 2,505 ITW shares at 2026-06-30 per its 13F-HR filed 2026-08-07.
the latest 13F is the newest step
- period ended2026-06-3013F 2,505 sharesChange vs previous 13F +26 shares
0.02% of the 13F portfolio, value $677,527.
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 2,479 sharesChange vs previous 13F -150 shares
0.02% of the 13F portfolio, value $645,259.
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 2,629 sharesChange vs previous 13F 0 shares
0.02% of the 13F portfolio, value $647,523.
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 2,629 sharesChange vs previous 13F 0 shares
0.02% of the 13F portfolio, value $685,538.
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 2,629 sharesChange vs previous 13F -200 shares
0.02% of the 13F portfolio, value $650,020.
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 2,829 sharesChange vs previous 13F -12 shares
0.03% of the 13F portfolio, value $701,620.
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 2,841 sharesChange vs previous 13F +229 shares
0.02% of the 13F portfolio, value $720,364.
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 2,612 sharesChange vs previous 13F not available
0.02% of the 13F portfolio, value $684,527.
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).