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Proquility Private Wealth Partners, LLC: FIW position timeline

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

Proquility Private Wealth Partners, LLC held 13,997 FIW 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 13,997 shares
    Change vs previous 13F +7,459 shares

    0.43% of the 13F portfolio, value $1,409,638.

    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 6,538 shares
    Change vs previous 13F -1,859 shares

    0.21% of the 13F portfolio, value $667,203.

    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 8,397 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $918,044.

    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).