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Disclosery

Performance Wealth Partners, LLC: NOW position timeline

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

Performance Wealth Partners, LLC held 2,116 NOW 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 2,116 shares
    Change vs previous 13F +89 shares

    0.01% of the 13F portfolio, value $210,076.

    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 2,027 shares
    Change vs previous 13F -4,425 shares

    0.01% of the 13F portfolio, value $211,923.

    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 6,452 shares
    Change vs previous 13F +5,352 shares

    0.03% of the 13F portfolio, value $988,382.

    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 1,100 shares
    Change vs previous 13F -30 shares

    0.03% of the 13F portfolio, value $1,012,308.

    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 1,130 shares
    Change vs previous 13F +99 shares

    0.04% of the 13F portfolio, value $1,161,730.

    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 1,031 shares
    Change vs previous 13F +75 shares

    0.03% of the 13F portfolio, value $820,820.

    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 956 shares
    Change vs previous 13F -17 shares

    0.03% of the 13F portfolio, value $1,013,475.

    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 973 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $870,241.

    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).