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Disclosery

Private Wealth Partners, LLC: DHR position timeline

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

Private Wealth Partners, LLC held 87,975 DHR shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 87,975 shares
    Change vs previous 13F -5,876 shares

    1.2% of the 13F portfolio, value $16,757,515.

    13F-HR 0001335851-26-000005 filed by Private 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 93,851 shares
    Change vs previous 13F -1,178 shares

    1.37% of the 13F portfolio, value $17,794,169.

    13F-HR 0001335851-26-000002 filed by Private 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 95,029 shares
    Change vs previous 13F -2,799 shares

    1.54% of the 13F portfolio, value $21,754,049.

    13F-HR 0001335851-26-000001 filed by Private 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 97,828 shares
    Change vs previous 13F +5,765 shares

    1.38% of the 13F portfolio, value $19,395,379.

    13F-HR 0001335851-25-000004 filed by Private 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 92,063 shares
    Change vs previous 13F -2,140 shares

    1.42% of the 13F portfolio, value $18,186,193.

    13F-HR 0001085146-25-004438 filed by Private 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 94,203 shares
    Change vs previous 13F -4,577 shares

    1.6% of the 13F portfolio, value $19,311,685.

    13F-HR 0001085146-25-002217 filed by Private 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 98,780 shares
    Change vs previous 13F +3,912 shares

    1.74% of the 13F portfolio, value $22,675,027.

    13F-HR 0001085146-25-000680 filed by Private 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 94,868 shares
    Change vs previous 13F not available

    2.1% of the 13F portfolio, value $26,375,296.

    13F-HR 0001085146-24-005212 filed by Private Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).