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Disclosery

Private Wealth Partners, LLC: PEP position timeline

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

Private Wealth Partners, LLC held 24,551 PEP 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 24,551 shares
    Change vs previous 13F -500 shares

    0.24% of the 13F portfolio, value $3,324,205.

    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 25,051 shares
    Change vs previous 13F -1,365 shares

    0.3% of the 13F portfolio, value $3,890,170.

    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 26,416 shares
    Change vs previous 13F -1,075 shares

    0.27% of the 13F portfolio, value $3,791,224.

    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 27,491 shares
    Change vs previous 13F -970 shares

    0.28% of the 13F portfolio, value $3,860,836.

    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 28,461 shares
    Change vs previous 13F -4,853 shares

    0.29% of the 13F portfolio, value $3,757,990.

    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 33,314 shares
    Change vs previous 13F -1,259 shares

    0.41% of the 13F portfolio, value $4,995,127.

    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 34,573 shares
    Change vs previous 13F -1,333 shares

    0.4% of the 13F portfolio, value $5,257,185.

    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 35,906 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $6,105,832.

    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).