Premier Path Wealth Partners, LLC: XLK position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Premier Path Wealth Partners, LLC on XLK, newest first. How the timeline and the estimate are built.
Premier Path Wealth Partners, LLC held 137,353 XLK shares at 2026-06-30 per its 13F-HR filed 2026-07-21.
the latest 13F is the newest step
- period ended2026-06-3013F 137,353 sharesChange vs previous 13F -43,602 shares
3.01% of the 13F portfolio, value $26,168,544.
13F-HR 0001999925-26-000003 filed by Premier Path 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 180,955 sharesChange vs previous 13F -23,698 shares
3.13% of the 13F portfolio, value $24,048,883.
13F-HR 0001999925-26-000002 filed by Premier Path 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 204,653 sharesChange vs previous 13F +90,829 shares
3.8% of the 13F portfolio, value $29,463,951.
13F-HR 0001999925-26-000001 filed by Premier Path 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 113,824 sharesChange vs previous 13F -4,035 shares
4.13% of the 13F portfolio, value $32,082,515.
13F-HR 0001999925-25-000005 filed by Premier Path 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 117,859 sharesChange vs previous 13F -3,340 shares
4.15% of the 13F portfolio, value $29,845,444.
13F-HR 0001956824-25-000008 filed by Premier Path Wealth Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 121,199 sharesChange vs previous 13F +2,826 shares
3.89% of the 13F portfolio, value $25,025,096.
13F-HR 0001999925-25-000002 filed by Premier Path Wealth Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 118,373 sharesChange vs previous 13F +2,096 shares
4.19% of the 13F portfolio, value $27,524,098.
13F-HR 0001999925-25-000001 filed by Premier Path Wealth Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 116,277 sharesChange vs previous 13F not available
4.14% of the 13F portfolio, value $26,250,745.
13F-HR 0001999925-24-000005 filed by Premier Path Wealth Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).