Private Wealth Partners, LLC: ACN position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Private Wealth Partners, LLC on ACN, newest first. How the timeline and the estimate are built.
Private Wealth Partners, LLC held 3,994 ACN shares at 2026-06-30 per its 13F-HR filed 2026-08-03.
the latest 13F is the newest step
- period ended2026-06-3013F 3,994 sharesChange vs previous 13F -2,044 shares
0.04% of the 13F portfolio, value $497,013.
13F-HR 0001335851-26-000005 filed by Private 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 6,038 sharesChange vs previous 13F +2,453 shares
0.09% of the 13F portfolio, value $1,197,275.
13F-HR 0001335851-26-000002 filed by Private 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 3,585 sharesChange vs previous 13F 0 shares
0.07% of the 13F portfolio, value $961,856.
13F-HR 0001335851-26-000001 filed by Private 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 3,585 sharesChange vs previous 13F -1 shares
0.06% of the 13F portfolio, value $884,061.
13F-HR 0001335851-25-000004 filed by Private 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 3,586 sharesChange vs previous 13F 0 shares
0.08% of the 13F portfolio, value $1,071,820.
13F-HR 0001085146-25-004438 filed by Private 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 3,586 sharesChange vs previous 13F +16 shares
0.09% of the 13F portfolio, value $1,118,975.
13F-HR 0001085146-25-002217 filed by Private 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 3,570 sharesChange vs previous 13F -95 shares
0.1% of the 13F portfolio, value $1,255,890.
13F-HR 0001085146-25-000680 filed by Private 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 3,665 sharesChange vs previous 13F not available
0.1% of the 13F portfolio, value $1,295,504.
13F-HR 0001085146-24-005212 filed by Private Wealth Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).