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Proquility Private Wealth Partners, LLC: VDC position timeline

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

Proquility Private Wealth Partners, LLC held 21,137 VDC 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 21,137 shares
    Change vs previous 13F -9,383 shares

    1.43% of the 13F portfolio, value $4,625,198.

    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 30,520 shares
    Change vs previous 13F +523 shares

    2.08% of the 13F portfolio, value $6,451,318.

    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 29,997 shares
    Change vs previous 13F +490 shares

    2.1% of the 13F portfolio, value $6,553,745.

    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 29,507 shares
    Change vs previous 13F +683 shares

    2.04% of the 13F portfolio, value $5,990,806.

    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 28,824 shares
    Change vs previous 13F +7,403 shares

    2.02% of the 13F portfolio, value $5,884,131.

    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 21,421 shares
    Change vs previous 13F -2,941 shares

    1.55% of the 13F portfolio, value $4,090,554.

    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 24,362 shares
    Change vs previous 13F -259 shares

    1.83% of the 13F portfolio, value $4,450,236.

    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 24,621 shares
    Change vs previous 13F not available

    1.87% of the 13F portfolio, value $4,787,553.

    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).