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PURSUE WEALTH PARTNERS LLC: TDIV position timeline

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

PURSUE WEALTH PARTNERS LLC held 64,104 TDIV 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 64,104 shares
    Change vs previous 13F -3,033 shares

    4.12% of the 13F portfolio, value $7,364,268.

    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 67,137 shares
    Change vs previous 13F +3,115 shares

    3.76% of the 13F portfolio, value $6,288,000.

    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 64,022 shares
    Change vs previous 13F -17,489 shares

    3.01% of the 13F portfolio, value $6,200,000.

    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 81,511 shares
    Change vs previous 13F 0 shares

    4.41% of the 13F portfolio, value $8,036,169.

    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 81,511 shares
    Change vs previous 13F +1,051 shares

    4.18% of the 13F portfolio, value $7,349,847.

    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 80,460 shares
    Change vs previous 13F +3,315 shares

    3.6% of the 13F portfolio, value $5,922,661.

    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 77,145 shares
    Change vs previous 13F +1,860 shares

    3.46% of the 13F portfolio, value $6,052,797.

    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 75,285 shares
    Change vs previous 13F not available

    3.3% of the 13F portfolio, value $6,045,386.

    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).