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Disclosery

Private Wealth Partners, LLC: V position timeline

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

Private Wealth Partners, LLC held 134,690 V 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 134,690 shares
    Change vs previous 13F -3,676 shares

    3.32% of the 13F portfolio, value $46,210,823.

    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 138,366 shares
    Change vs previous 13F -229 shares

    3.22% of the 13F portfolio, value $41,819,742.

    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 138,595 shares
    Change vs previous 13F -9,102 shares

    3.44% of the 13F portfolio, value $48,606,625.

    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 147,697 shares
    Change vs previous 13F -782 shares

    3.6% of the 13F portfolio, value $50,420,858.

    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 148,479 shares
    Change vs previous 13F -10,678 shares

    4.11% of the 13F portfolio, value $52,717,527.

    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 159,157 shares
    Change vs previous 13F -10,632 shares

    4.62% of the 13F portfolio, value $55,778,242.

    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 169,789 shares
    Change vs previous 13F -2,415 shares

    4.11% of the 13F portfolio, value $53,660,262.

    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 172,204 shares
    Change vs previous 13F not available

    3.77% of the 13F portfolio, value $47,347,513.

    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).