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Disclosery

Performance Wealth Partners, LLC: TIP position timeline

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

Performance Wealth Partners, LLC held 11,495 TIP 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 11,495 shares
    Change vs previous 13F +3,006 shares

    0.03% of the 13F portfolio, value $1,257,898.

    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 8,489 shares
    Change vs previous 13F -70 shares

    0.03% of the 13F portfolio, value $936,846.

    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 8,559 shares
    Change vs previous 13F -682 shares

    0.03% of the 13F portfolio, value $940,720.

    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 9,241 shares
    Change vs previous 13F -499 shares

    0.03% of the 13F portfolio, value $1,027,784.

    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 9,740 shares
    Change vs previous 13F -110 shares

    0.03% of the 13F portfolio, value $1,071,790.

    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 9,850 shares
    Change vs previous 13F -187 shares

    0.04% of the 13F portfolio, value $1,094,236.

    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 10,037 shares
    Change vs previous 13F -702 shares

    0.03% of the 13F portfolio, value $1,069,442.

    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 10,739 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,186,337.

    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).