Skip to content
Disclosery

Private Wealth Partners, LLC: SMR position timeline

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

Private Wealth Partners, LLC held 24,670 SMR 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 24,670 shares
    Change vs previous 13F -45,575 shares

    0.02% of the 13F portfolio, value $247,440.

    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 70,245 shares
    Change vs previous 13F -10,475 shares

    0.06% of the 13F portfolio, value $761,456.

    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 80,720 shares
    Change vs previous 13F +45,320 shares

    0.08% of the 13F portfolio, value $1,143,802.

    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 35,400 shares
    Change vs previous 13F +12,400 shares

    0.09% of the 13F portfolio, value $1,274,400.

    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 23,000 shares
    Change vs previous 13F +6,500 shares

    0.07% of the 13F portfolio, value $909,880.

    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 16,500 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $233,640.

    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).