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Disclosery

Private Wealth Partners, LLC: MCK position timeline

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

Private Wealth Partners, LLC held 26,763 MCK 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 26,763 shares
    Change vs previous 13F -3,535 shares

    1.45% of the 13F portfolio, value $20,222,123.

    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 30,298 shares
    Change vs previous 13F -253 shares

    2.02% of the 13F portfolio, value $26,218,677.

    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 30,551 shares
    Change vs previous 13F -1,290 shares

    1.78% of the 13F portfolio, value $25,060,680.

    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 31,841 shares
    Change vs previous 13F -318 shares

    1.75% of the 13F portfolio, value $24,598,446.

    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 32,159 shares
    Change vs previous 13F -3,098 shares

    1.84% of the 13F portfolio, value $23,565,472.

    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 35,257 shares
    Change vs previous 13F -775 shares

    1.96% of the 13F portfolio, value $23,727,608.

    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 36,032 shares
    Change vs previous 13F -170 shares

    1.57% of the 13F portfolio, value $20,534,997.

    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 36,202 shares
    Change vs previous 13F not available

    1.43% of the 13F portfolio, value $17,898,993.

    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).