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Proquility Private Wealth Partners, LLC: C position timeline

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

Proquility Private Wealth Partners, LLC held 60,253 C shares at 2025-03-31 per its 13F-HR filed 2025-05-15.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 60,253 shares
    Change vs previous 13F -7,229 shares

    1.32% of the 13F portfolio, value $4,277,360.

    13F-HR 0001172661-25-002154 filed by Proquility 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 ended2024-12-31
    13F 67,482 shares
    Change vs previous 13F +310 shares

    1.53% of the 13F portfolio, value $4,750,058.

    13F-HR 0001172661-25-000242 filed by Proquility 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 ended2024-09-30
    13F 67,172 shares
    Change vs previous 13F +1,583 shares

    1.35% of the 13F portfolio, value $4,204,967.

    13F-HR 0001172661-24-004260 filed by Proquility 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 ended2024-06-30
    13F 65,589 shares
    Change vs previous 13F -2,025 shares

    1.42% of the 13F portfolio, value $4,162,278.

    13F-HR 0001172661-24-003180 filed by Proquility 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 ended2024-03-31
    13F 67,614 shares
    Change vs previous 13F +9,007 shares

    1.46% of the 13F portfolio, value $4,275,909.

    13F-HR 0001172661-24-001995 filed by Proquility 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 ended2023-12-31
    13F 58,607 shares
    Change vs previous 13F -9,122 shares

    1.14% of the 13F portfolio, value $3,014,744.

    13F-HR 0001172661-24-000686 filed by Proquility 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 ended2023-09-30
    13F 67,729 shares
    Change vs previous 13F -2,331 shares

    1.14% of the 13F portfolio, value $2,785,714.

    13F-HR 0001172661-23-003973 filed by Proquility 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 ended2023-06-30
    13F 70,060 shares
    Change vs previous 13F not available

    1.26% of the 13F portfolio, value $3,225,585.

    13F-HR 0001172661-23-003254 filed by Proquility 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).