Premier Path Wealth Partners, LLC: XLV position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Premier Path Wealth Partners, LLC on XLV, newest first. How the timeline and the estimate are built.
Premier Path Wealth Partners, LLC held 51,369 XLV shares at 2026-06-30 per its 13F-HR filed 2026-07-21.
the latest 13F is the newest step
- period ended2026-06-3013F 51,369 sharesChange vs previous 13F -3,101 shares
0.94% of the 13F portfolio, value $8,150,285.
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 54,470 sharesChange vs previous 13F -7,798 shares
1.04% of the 13F portfolio, value $7,985,805.
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 62,268 sharesChange vs previous 13F -7,107 shares
1.24% of the 13F portfolio, value $9,639,046.
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 69,375 sharesChange vs previous 13F -2,795 shares
1.24% of the 13F portfolio, value $9,654,898.
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 72,170 sharesChange vs previous 13F +6,071 shares
1.35% of the 13F portfolio, value $9,727,809.
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 66,099 sharesChange vs previous 13F -5,022 shares
1.5% of the 13F portfolio, value $9,651,067.
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 71,121 sharesChange vs previous 13F +3,115 shares
1.49% of the 13F portfolio, value $9,784,091.
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 68,006 sharesChange vs previous 13F not available
1.65% of the 13F portfolio, value $10,474,237.
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).