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Premier Path Wealth Partners, LLC: SHV position timeline

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

Premier Path Wealth Partners, LLC held 34,233 SHV 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 34,233 shares
    Change vs previous 13F +3,002 shares

    0.43% of the 13F portfolio, value $3,777,658.

    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 31,231 shares
    Change vs previous 13F -14,675 shares

    0.45% of the 13F portfolio, value $3,447,556.

    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 45,906 shares
    Change vs previous 13F +14,303 shares

    0.65% of the 13F portfolio, value $5,056,562.

    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 31,603 shares
    Change vs previous 13F +2,008 shares

    0.45% of the 13F portfolio, value $3,491,781.

    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 29,595 shares
    Change vs previous 13F +284 shares

    0.45% of the 13F portfolio, value $3,267,858.

    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 29,311 shares
    Change vs previous 13F +1,994 shares

    0.5% of the 13F portfolio, value $3,237,642.

    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 27,317 shares
    Change vs previous 13F +1,370 shares

    0.46% of the 13F portfolio, value $3,007,878.

    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 25,947 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $2,870,518.

    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).