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Private Wealth Partners, LLC: GPIX position timeline

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

Private Wealth Partners, LLC held 73,054 GPIX 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 73,054 shares
    Change vs previous 13F -3,600 shares

    0.29% of the 13F portfolio, value $4,059,611.

    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 76,654 shares
    Change vs previous 13F +7,500 shares

    0.3% of the 13F portfolio, value $3,835,766.

    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 69,154 shares
    Change vs previous 13F -4,600 shares

    0.26% of the 13F portfolio, value $3,651,331.

    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 73,754 shares
    Change vs previous 13F +1,000 shares

    0.27% of the 13F portfolio, value $3,852,171.

    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 72,754 shares
    Change vs previous 13F +17,000 shares

    0.28% of the 13F portfolio, value $3,624,604.

    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 55,754 shares
    Change vs previous 13F +14,000 shares

    0.22% of the 13F portfolio, value $2,598,694.

    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 41,754 shares
    Change vs previous 13F 0 shares

    0.16% of the 13F portfolio, value $2,064,735.

    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 41,754 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $2,049,704.

    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).