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Private Wealth Partners, LLC: FDVV position timeline

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

Private Wealth Partners, LLC held 22,800 FDVV 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 22,800 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $1,374,612.

    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 22,800 shares
    Change vs previous 13F -500 shares

    0.1% of the 13F portfolio, value $1,259,472.

    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 23,300 shares
    Change vs previous 13F +500 shares

    0.09% of the 13F portfolio, value $1,320,877.

    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 22,800 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $1,270,188.

    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 22,800 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $1,186,056.

    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 22,800 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $1,130,880.

    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 22,800 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $1,138,632.

    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 22,800 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $1,154,820.

    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).