Private Wealth Partners, LLC: PG position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Private Wealth Partners, LLC on PG, newest first. How the timeline and the estimate are built.
Private Wealth Partners, LLC held 21,782 PG shares at 2026-06-30 per its 13F-HR filed 2026-08-03.
the latest 13F is the newest step
- period ended2026-06-3013F 21,782 sharesChange vs previous 13F -713 shares
0.23% of the 13F portfolio, value $3,194,112.
13F-HR 0001335851-26-000005 filed by Private Wealth Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 22,495 sharesChange vs previous 13F -747 shares
0.25% of the 13F portfolio, value $3,249,178.
13F-HR 0001335851-26-000002 filed by Private Wealth Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 23,242 sharesChange vs previous 13F -1,438 shares
0.24% of the 13F portfolio, value $3,330,811.
13F-HR 0001335851-26-000001 filed by Private Wealth Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 24,680 sharesChange vs previous 13F -77 shares
0.27% of the 13F portfolio, value $3,792,082.
13F-HR 0001335851-25-000004 filed by Private Wealth Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 24,757 sharesChange vs previous 13F -2,778 shares
0.31% of the 13F portfolio, value $3,944,285.
13F-HR 0001085146-25-004438 filed by Private Wealth Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 27,535 sharesChange vs previous 13F -4,148 shares
0.39% of the 13F portfolio, value $4,692,515.
13F-HR 0001085146-25-002217 filed by Private Wealth Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 31,683 sharesChange vs previous 13F +81 shares
0.41% of the 13F portfolio, value $5,311,655.
13F-HR 0001085146-25-000680 filed by Private Wealth Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 31,602 sharesChange vs previous 13F not available
0.44% of the 13F portfolio, value $5,473,466.
13F-HR 0001085146-24-005212 filed by Private Wealth Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).