Private Wealth Partners, LLC: ET position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Private Wealth Partners, LLC on ET, newest first. How the timeline and the estimate are built.
Private Wealth Partners, LLC held 96,500 ET shares at 2026-06-30 per its 13F-HR filed 2026-08-03.
the latest 13F is the newest step
- period ended2026-06-3013F 96,500 sharesChange vs previous 13F 0 shares
0.13% of the 13F portfolio, value $1,845,080.
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 96,500 sharesChange vs previous 13F 0 shares
0.14% of the 13F portfolio, value $1,862,450.
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 96,500 sharesChange vs previous 13F +20,000 shares
0.11% of the 13F portfolio, value $1,591,285.
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 76,500 sharesChange vs previous 13F +10,000 shares
0.09% of the 13F portfolio, value $1,312,740.
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 66,500 sharesChange vs previous 13F 0 shares
0.09% of the 13F portfolio, value $1,205,645.
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 66,500 sharesChange vs previous 13F 0 shares
0.1% of the 13F portfolio, value $1,236,235.
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 66,500 sharesChange vs previous 13F +54,500 shares
0.1% of the 13F portfolio, value $1,302,735.
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 12,000 sharesChange vs previous 13F not available
0.02% of the 13F portfolio, value $192,600.
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).