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Premier Path Wealth Partners, LLC: EXC position timeline

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

Premier Path Wealth Partners, LLC held 6,298 EXC shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,298 shares
    Change vs previous 13F +95 shares

    0.03% of the 13F portfolio, value $293,624.

    13F-HR 0001999925-26-000003 filed by Premier Path 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 6,203 shares
    Change vs previous 13F +940 shares

    0.04% of the 13F portfolio, value $304,096.

    13F-HR 0001999925-26-000002 filed by Premier Path 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 5,263 shares
    Change vs previous 13F +194 shares

    0.03% of the 13F portfolio, value $229,414.

    13F-HR 0001999925-26-000001 filed by Premier Path 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 5,069 shares
    Change vs previous 13F +202 shares

    0.03% of the 13F portfolio, value $228,156.

    13F-HR 0001999925-25-000005 filed by Premier Path 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 4,867 shares
    Change vs previous 13F +364 shares

    0.03% of the 13F portfolio, value $211,346.

    13F-HR 0001956824-25-000008 filed by Premier Path 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 4,503 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $207,498.

    13F-HR 0001999925-25-000002 filed by Premier Path Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).