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Premier Path Wealth Partners, LLC: XSOE position timeline

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

Premier Path Wealth Partners, LLC held 79,063 XSOE 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 79,063 shares
    Change vs previous 13F +9,254 shares

    0.45% of the 13F portfolio, value $3,888,313.

    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 69,809 shares
    Change vs previous 13F -12,657 shares

    0.36% of the 13F portfolio, value $2,799,335.

    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 82,466 shares
    Change vs previous 13F -6,997 shares

    0.42% of the 13F portfolio, value $3,217,811.

    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 89,463 shares
    Change vs previous 13F +2,636 shares

    0.44% of the 13F portfolio, value $3,394,232.

    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 86,827 shares
    Change vs previous 13F -284 shares

    0.42% of the 13F portfolio, value $2,993,791.

    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 87,111 shares
    Change vs previous 13F +4,968 shares

    0.42% of the 13F portfolio, value $2,689,114.

    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 82,143 shares
    Change vs previous 13F +287 shares

    0.38% of the 13F portfolio, value $2,503,712.

    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 81,856 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $2,703,715.

    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).