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PURSUE WEALTH PARTNERS LLC: IWF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of PURSUE WEALTH PARTNERS LLC on IWF, newest first. How the timeline and the estimate are built.

PURSUE WEALTH PARTNERS LLC held 15,224 IWF shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,224 shares
    Change vs previous 13F +11,418 shares

    1.06% of the 13F portfolio, value $1,890,304.

    13F-HR 0001951757-26-001186 filed by PURSUE 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 ended2026-03-31
    13F 3,806 shares
    Change vs previous 13F +328 shares

    0.97% of the 13F portfolio, value $1,623,000.

    13F-HR 0001951757-26-000531 filed by PURSUE 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 ended2025-12-31
    13F 3,478 shares
    Change vs previous 13F +1 shares

    0.8% of the 13F portfolio, value $1,646,000.

    13F-HR 0001951757-26-000292 filed by PURSUE 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 ended2025-09-30
    13F 3,477 shares
    Change vs previous 13F +53 shares

    0.89% of the 13F portfolio, value $1,628,800.

    13F-HR 0001951757-25-001324 filed by PURSUE 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 ended2025-06-30
    13F 3,424 shares
    Change vs previous 13F -244 shares

    0.83% of the 13F portfolio, value $1,453,826.

    13F-HR 0001951757-25-001077 filed by PURSUE 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 ended2025-03-31
    13F 3,668 shares
    Change vs previous 13F +43 shares

    0.81% of the 13F portfolio, value $1,324,478.

    13F-HR 0001951757-25-000420 filed by PURSUE 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 ended2024-12-31
    13F 3,625 shares
    Change vs previous 13F +50 shares

    0.83% of the 13F portfolio, value $1,455,728.

    13F-HR 0001951757-25-000203 filed by PURSUE 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 ended2024-09-30
    13F 3,575 shares
    Change vs previous 13F not available

    0.73% of the 13F portfolio, value $1,341,984.

    13F-HR 0001951757-24-001138 filed by PURSUE WEALTH PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).