Priebe Wealth Holdings LLC: PM position timeline

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

Priebe Wealth Holdings LLC held 0 PM shares at 2025-06-30 per its 13F-HR filed 2025-07-25.

the latest 13F is the newest step

period ended2025-06-30
13F 0 shares
Change vs previous 13F -1,821 shares
13F-HR 0002009646-25-000004 filed by Priebe Wealth Holdings LLC
Filed 2025-07-25 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
Acceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
period ended2025-03-31
13F 1,821 shares
Change vs previous 13F +1,821 shares
0.18% of the 13F portfolio, value $289,047.
13F-HR 0002009646-25-000003 filed by Priebe Wealth Holdings LLC
Filed 2025-04-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 0 shares
Change vs previous 13F -1,951 shares
13F-HR 0002009646-25-000001 filed by Priebe Wealth Holdings LLC
Filed 2025-01-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
Acceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
period ended2024-09-30
13F 1,951 shares
Change vs previous 13F -456 shares
0.17% of the 13F portfolio, value $236,851.
13F-HR 0002009646-24-000005 filed by Priebe Wealth Holdings LLC
Filed 2024-10-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-06-30
13F 2,407 shares
Change vs previous 13F +31 shares
0.19% of the 13F portfolio, value $243,901.
13F-HR 0002009646-24-000003 filed by Priebe Wealth Holdings LLC
Filed 2024-07-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-03-31
13F 2,376 shares
Change vs previous 13F -65 shares
0.17% of the 13F portfolio, value $217,689.
13F-HR 0002009646-24-000002 filed by Priebe Wealth Holdings LLC
Filed 2024-04-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2023-12-31
13F 2,441 shares
Change vs previous 13F not available
0.19% of the 13F portfolio, value $229,649.
13F-HR 0002009646-24-000001 filed by Priebe Wealth Holdings LLC
Filed 2024-01-26 (acceptance time not in the bulk data set), ingested 2026-10-07 18:29:43 UTC
Acceptance time not in the bulk data set (spec §4.2).