Performance Wealth Partners, LLC: VIS position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Performance Wealth Partners, LLC on VIS, newest first. How the timeline and the estimate are built.
Performance Wealth Partners, LLC held 662 VIS shares at 2026-06-30 per its 13F-HR filed 2026-08-07.
the latest 13F is the newest step
- period ended2026-06-3013F 662 sharesChange vs previous 13F 0 shares
0.01% of the 13F portfolio, value $238,572.
13F-HR 0001951757-26-001190 filed by Performance Wealth Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 662 sharesChange vs previous 13F -31 shares
0.01% of the 13F portfolio, value $206,690.
13F-HR 0001951757-26-000568 filed by Performance Wealth Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 693 sharesChange vs previous 13F -6 shares
0.01% of the 13F portfolio, value $206,777.
13F-HR 0001951757-26-000258 filed by Performance Wealth Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 699 sharesChange vs previous 13F -134 shares
0.01% of the 13F portfolio, value $207,107.
13F-HR 0001951757-25-001310 filed by Performance Wealth Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 833 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $233,298.
13F-HR 0001951757-25-000972 filed by Performance Wealth Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).