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Proquility Private Wealth Partners, LLC: VIS position timeline

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

Proquility Private Wealth Partners, LLC held 27,583 VIS 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 27,583 shares
    Change vs previous 13F -6,947 shares

    2.1% of the 13F portfolio, value $6,828,172.

    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 34,530 shares
    Change vs previous 13F +816 shares

    2.83% of the 13F portfolio, value $8,784,104.

    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 33,714 shares
    Change vs previous 13F -4,241 shares

    2.81% of the 13F portfolio, value $8,768,000.

    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 37,955 shares
    Change vs previous 13F -10 shares

    3.05% of the 13F portfolio, value $8,927,775.

    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 37,965 shares
    Change vs previous 13F -165 shares

    3.17% of the 13F portfolio, value $9,269,155.

    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 38,130 shares
    Change vs previous 13F +1,295 shares

    3.19% of the 13F portfolio, value $8,404,996.

    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 36,835 shares
    Change vs previous 13F -240 shares

    2.95% of the 13F portfolio, value $7,182,212.

    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 37,075 shares
    Change vs previous 13F not available

    2.98% of the 13F portfolio, value $7,620,128.

    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).