Premier Path Wealth Partners, LLC: XSVM position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Premier Path Wealth Partners, LLC on XSVM, newest first. How the timeline and the estimate are built.
Premier Path Wealth Partners, LLC held 49,922 XSVM shares at 2026-06-30 per its 13F-HR filed 2026-07-21.
the latest 13F is the newest step
- period ended2026-06-3013F 49,922 sharesChange vs previous 13F +10,278 shares
0.4% of the 13F portfolio, value $3,474,103.
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 39,644 sharesChange vs previous 13F -6,085 shares
0.31% of the 13F portfolio, value $2,388,965.
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 45,729 sharesChange vs previous 13F -2,621 shares
0.34% of the 13F portfolio, value $2,612,928.
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 48,350 sharesChange vs previous 13F +2,266 shares
0.35% of the 13F portfolio, value $2,729,817.
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 46,084 sharesChange vs previous 13F +1,405 shares
0.33% of the 13F portfolio, value $2,395,899.
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 44,679 sharesChange vs previous 13F +3,636 shares
0.35% of the 13F portfolio, value $2,242,864.
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 41,043 sharesChange vs previous 13F +1,303 shares
0.34% of the 13F portfolio, value $2,236,007.
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 39,740 sharesChange vs previous 13F not available
0.34% of the 13F portfolio, value $2,185,319.
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).