Skip to content
Disclosery

Proquility Private Wealth Partners, LLC: ITM position timeline

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

Proquility Private Wealth Partners, LLC held 113,095 ITM 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 113,095 shares
    Change vs previous 13F +87,662 shares

    1.59% of the 13F portfolio, value $5,146,953.

    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 25,433 shares
    Change vs previous 13F -42,478 shares

    0.38% of the 13F portfolio, value $1,172,461.

    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 67,911 shares
    Change vs previous 13F -5,978 shares

    1.02% of the 13F portfolio, value $3,188,421.

    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 73,889 shares
    Change vs previous 13F -8,129 shares

    1.16% of the 13F portfolio, value $3,387,072.

    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 82,018 shares
    Change vs previous 13F +37,830 shares

    1.31% of the 13F portfolio, value $3,814,657.

    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 44,188 shares
    Change vs previous 13F -44,554 shares

    0.79% of the 13F portfolio, value $2,078,162.

    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 88,742 shares
    Change vs previous 13F -2,888 shares

    1.61% of the 13F portfolio, value $3,913,522.

    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 91,630 shares
    Change vs previous 13F not available

    1.65% of the 13F portfolio, value $4,221,394.

    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).