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Premier Path Wealth Partners, LLC: IWD position timeline

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

Premier Path Wealth Partners, LLC held 15,105 IWD 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 15,105 shares
    Change vs previous 13F -508 shares

    0.42% of the 13F portfolio, value $3,661,906.

    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 15,613 shares
    Change vs previous 13F -5,069 shares

    0.43% of the 13F portfolio, value $3,336,082.

    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 20,682 shares
    Change vs previous 13F +4,234 shares

    0.56% of the 13F portfolio, value $4,350,147.

    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 16,448 shares
    Change vs previous 13F -1,436 shares

    0.43% of the 13F portfolio, value $3,348,547.

    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 17,884 shares
    Change vs previous 13F -2,365 shares

    0.48% of the 13F portfolio, value $3,473,609.

    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 20,249 shares
    Change vs previous 13F -13,922 shares

    0.59% of the 13F portfolio, value $3,810,052.

    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).

  7. period ended2024-12-31
    13F 34,171 shares
    Change vs previous 13F +12,900 shares

    0.96% of the 13F portfolio, value $6,326,077.

    13F-HR 0001999925-25-000001 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).

  8. period ended2024-09-30
    13F 21,271 shares
    Change vs previous 13F not available

    0.64% of the 13F portfolio, value $4,037,236.

    13F-HR 0001999925-24-000005 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).