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Quotient Wealth Partners, LLC: PWRD position timeline

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

Quotient Wealth Partners, LLC held 944,060 PWRD shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 944,060 shares
    Change vs previous 13F +11,029 shares

    2.74% of the 13F portfolio, value $116,081,592.

    13F-HR 0002004904-26-000004 filed by Quotient 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 933,031 shares
    Change vs previous 13F +271,444 shares

    2.4% of the 13F portfolio, value $91,218,719.

    13F-HR 0002004904-26-000003 filed by Quotient 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 661,587 shares
    Change vs previous 13F +646,383 shares

    1.69% of the 13F portfolio, value $63,615,295.

    13F-HR 0002004904-26-000001 filed by Quotient 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 15,204 shares
    Change vs previous 13F -397 shares

    0.04% of the 13F portfolio, value $1,485,292.

    13F-HR 0002004904-25-000008 filed by Quotient 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 15,601 shares
    Change vs previous 13F +1,709 shares

    0.04% of the 13F portfolio, value $1,406,742.

    13F-HR 0002004904-25-000005 filed by Quotient 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 13,892 shares
    Change vs previous 13F +852 shares

    0.03% of the 13F portfolio, value $968,909.

    13F-HR 0002004904-25-000004 filed by Quotient 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 13,040 shares
    Change vs previous 13F +4,623 shares

    0.03% of the 13F portfolio, value $946,313.

    13F-HR 0002004904-25-000002 filed by Quotient 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 8,417 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $622,261.

    13F-HR 0002004904-24-000003 filed by Quotient Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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