Performance Wealth Partners, LLC: IWM position timeline

Performance Wealth Partners, LLC held 1,245 IWM 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 1,245 shares

   Change vs previous 13F +220 shares

   0.01% of the 13F portfolio, value $373,926.

   13F-HR 0001951757-26-001190 filed by Performance Wealth Partners, LLC
   Filed 2026-08-07 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 1,025 shares

   Change vs previous 13F +1,025 shares

   0.01% of the 13F portfolio, value $254,089.

   13F-HR 0001951757-26-000568 filed by Performance Wealth Partners, LLC
   Filed 2026-04-10 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-03-31

   13F 0 shares

   Change vs previous 13F -1,138 shares

   13F-HR 0001951757-25-000393 filed by Performance Wealth Partners, LLC
   Filed 2025-04-22 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

   Exited: the 13F for this period no longer lists the position.

4. period ended2024-12-31

   13F 1,138 shares

   Change vs previous 13F +3 shares

   0.01% of the 13F portfolio, value $251,352.

   13F-HR 0001951757-25-000052 filed by Performance Wealth Partners, LLC
   Filed 2025-01-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2024-09-30

   13F 1,135 shares

   Change vs previous 13F not available

   0.01% of the 13F portfolio, value $250,681.

   13F-HR 0001951757-24-001005 filed by Performance Wealth Partners, LLC
   Filed 2024-10-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).