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Proquility Private Wealth Partners, LLC: EPP position timeline

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

Proquility Private Wealth Partners, LLC held 0 EPP shares at 2023-12-31 per its 13F-HR filed 2024-02-12.

the latest 13F is the newest step

  1. period ended2023-12-31
    13F 0 shares
    Change vs previous 13F -93,238 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2023-09-30
    13F 93,238 shares
    Change vs previous 13F -3,549 shares

    1.52% of the 13F portfolio, value $3,709,031.

    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).

  3. period ended2023-06-30
    13F 96,787 shares
    Change vs previous 13F not available

    1.6% of the 13F portfolio, value $4,088,307.

    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).