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Disclosery

Performance Wealth Partners, LLC: V position timeline

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

Performance Wealth Partners, LLC held 60,132 V 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 60,132 shares
    Change vs previous 13F +1,242 shares

    0.51% of the 13F portfolio, value $20,630,833.

    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 58,890 shares
    Change vs previous 13F +2,179 shares

    0.52% of the 13F portfolio, value $17,799,033.

    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 56,711 shares
    Change vs previous 13F -24 shares

    0.54% of the 13F portfolio, value $19,889,244.

    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 56,735 shares
    Change vs previous 13F +236 shares

    0.54% of the 13F portfolio, value $19,368,327.

    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 56,499 shares
    Change vs previous 13F +761 shares

    0.64% of the 13F portfolio, value $20,059,817.

    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 55,738 shares
    Change vs previous 13F +287 shares

    0.7% of the 13F portfolio, value $19,533,858.

    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 55,451 shares
    Change vs previous 13F -632 shares

    0.56% of the 13F portfolio, value $17,524,613.

    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 56,083 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $15,420,153.

    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).