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Disclosery

Performance Wealth Partners, LLC: IWY position timeline

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

Performance Wealth Partners, LLC held 89,705 IWY 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 89,705 shares
    Change vs previous 13F +11,441 shares

    0.65% of the 13F portfolio, value $26,070,011.

    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 78,264 shares
    Change vs previous 13F +7,314 shares

    0.57% of the 13F portfolio, value $19,475,098.

    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 70,950 shares
    Change vs previous 13F +5,623 shares

    0.53% of the 13F portfolio, value $19,648,994.

    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 65,327 shares
    Change vs previous 13F +13,688 shares

    0.5% of the 13F portfolio, value $17,876,780.

    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 51,639 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $12,729,534.

    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).