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SAGESPRING WEALTH PARTNERS, LLC: PWRD position timeline

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

SAGESPRING WEALTH PARTNERS, LLC held 1,739,131 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 1,739,131 shares
    Change vs previous 13F -368,091 shares

    3.29% of the 13F portfolio, value $213,843,513.

    13F-HR 0002056425-26-000006 filed by SAGESPRING 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 2,107,222 shares
    Change vs previous 13F -245,147 shares

    3.76% of the 13F portfolio, value $206,014,663.

    13F-HR 0002056425-26-000002 filed by SAGESPRING 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 2,352,369 shares
    Change vs previous 13F -307,140 shares

    3.5% of the 13F portfolio, value $192,888,979.

    13F-HR 0002056425-26-000001 filed by SAGESPRING 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 2,659,509 shares
    Change vs previous 13F +415,122 shares

    4.42% of the 13F portfolio, value $225,968,044.

    13F-HR 0002056425-25-000006 filed by SAGESPRING 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 2,244,387 shares
    Change vs previous 13F +82,494 shares

    4.36% of the 13F portfolio, value $202,376,335.

    13F-HR 0002056425-25-000004 filed by SAGESPRING 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 2,161,893 shares
    Change vs previous 13F +256,007 shares

    3.8% of the 13F portfolio, value $150,782,929.

    13F-HR 0002056425-25-000002 filed by SAGESPRING 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 1,905,886 shares
    Change vs previous 13F not available

    3.65% of the 13F portfolio, value $138,310,150.

    13F-HR 0002056425-25-000001 filed by SAGESPRING WEALTH PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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