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Disclosery

Performance Wealth Partners, LLC: OWL position timeline

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

Performance Wealth Partners, LLC held 14,459 OWL 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 14,459 shares
    Change vs previous 13F +312 shares

    <0.01% of the 13F portfolio, value $126,516.

    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 14,147 shares
    Change vs previous 13F -13,839 shares

    <0.01% of the 13F portfolio, value $129,159.

    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 27,986 shares
    Change vs previous 13F +437 shares

    0.01% of the 13F portfolio, value $418,109.

    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 27,549 shares
    Change vs previous 13F +324 shares

    0.01% of the 13F portfolio, value $466,406.

    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 27,225 shares
    Change vs previous 13F -117,981 shares

    0.02% of the 13F portfolio, value $522,989.

    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 145,206 shares
    Change vs previous 13F +28,242 shares

    0.1% of the 13F portfolio, value $2,909,921.

    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 116,964 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $2,720,583.

    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).