Skip to content

Private Wealth Partners, LLC: JGRO position timeline

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

Private Wealth Partners, LLC held 26,100 JGRO 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 26,100 shares
    Change vs previous 13F -2,600 shares

    0.18% of the 13F portfolio, value $2,573,199.

    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 28,700 shares
    Change vs previous 13F -8,800 shares

    0.19% of the 13F portfolio, value $2,425,724.

    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 37,500 shares
    Change vs previous 13F +8,400 shares

    0.25% of the 13F portfolio, value $3,480,000.

    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 29,100 shares
    Change vs previous 13F +7,750 shares

    0.19% of the 13F portfolio, value $2,728,125.

    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 21,350 shares
    Change vs previous 13F -16,605 shares

    0.14% of the 13F portfolio, value $1,837,595.

    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 37,955 shares
    Change vs previous 13F 0 shares

    0.23% of the 13F portfolio, value $2,800,699.

    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 37,955 shares
    Change vs previous 13F +500 shares

    0.24% of the 13F portfolio, value $3,075,494.

    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 37,455 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $2,879,540.

    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).