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Disclosery

Private Wealth Partners, LLC: TPG position timeline

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

Private Wealth Partners, LLC held 155,643 TPG 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 155,643 shares
    Change vs previous 13F -86,967 shares

    0.45% of the 13F portfolio, value $6,311,324.

    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 242,610 shares
    Change vs previous 13F +19,710 shares

    0.76% of the 13F portfolio, value $9,828,131.

    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 222,900 shares
    Change vs previous 13F +109,020 shares

    1.01% of the 13F portfolio, value $14,229,936.

    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 113,880 shares
    Change vs previous 13F +53,375 shares

    0.47% of the 13F portfolio, value $6,542,406.

    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 60,505 shares
    Change vs previous 13F +45,505 shares

    0.25% of the 13F portfolio, value $3,173,487.

    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 15,000 shares
    Change vs previous 13F +600 shares

    0.06% of the 13F portfolio, value $711,450.

    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 14,400 shares
    Change vs previous 13F +100 shares

    0.07% of the 13F portfolio, value $904,896.

    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 14,300 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $823,108.

    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).