Skip to content
Disclosery

Performance Wealth Partners, LLC: IWS position timeline

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

Performance Wealth Partners, LLC held 10,423 IWS 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 10,423 shares
    Change vs previous 13F -117 shares

    0.04% of the 13F portfolio, value $1,715,626.

    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 10,540 shares
    Change vs previous 13F -1,321 shares

    0.04% of the 13F portfolio, value $1,536,100.

    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 11,861 shares
    Change vs previous 13F -367 shares

    0.05% of the 13F portfolio, value $1,672,994.

    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 12,228 shares
    Change vs previous 13F -100 shares

    0.05% of the 13F portfolio, value $1,707,885.

    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 12,328 shares
    Change vs previous 13F -1,394 shares

    0.05% of the 13F portfolio, value $1,629,022.

    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 13,722 shares
    Change vs previous 13F -2,583 shares

    0.06% of the 13F portfolio, value $1,728,560.

    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 16,305 shares
    Change vs previous 13F -408 shares

    0.07% of the 13F portfolio, value $2,108,889.

    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 16,713 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $2,210,294.

    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).