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Disclosery

Performance Wealth Partners, LLC: PH position timeline

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

Performance Wealth Partners, LLC held 6,449 PH 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 6,449 shares
    Change vs previous 13F +705 shares

    0.16% of the 13F portfolio, value $6,308,182.

    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 5,744 shares
    Change vs previous 13F -278 shares

    0.15% of the 13F portfolio, value $5,142,073.

    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 6,022 shares
    Change vs previous 13F -294 shares

    0.14% of the 13F portfolio, value $5,292,790.

    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 6,316 shares
    Change vs previous 13F +19 shares

    0.13% of the 13F portfolio, value $4,788,766.

    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 6,297 shares
    Change vs previous 13F -380 shares

    0.14% of the 13F portfolio, value $4,398,121.

    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 6,677 shares
    Change vs previous 13F -1,050 shares

    0.14% of the 13F portfolio, value $4,058,513.

    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 7,727 shares
    Change vs previous 13F +10 shares

    0.16% of the 13F portfolio, value $4,914,604.

    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 7,717 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $4,875,755.

    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).