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Significant Wealth Partners LLC: CPB position timeline

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

Significant Wealth Partners LLC held 11,092 CPB shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,092 shares
    Change vs previous 13F +748 shares

    0.27% of the 13F portfolio, value $247,022.

    13F-HR 0001376474-26-000481 filed by Significant 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 10,344 shares
    Change vs previous 13F +2,129 shares

    0.28% of the 13F portfolio, value $230,371.

    13F-HR 0001376474-26-000280 filed by Significant 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 8,215 shares
    Change vs previous 13F -8,100 shares

    0.26% of the 13F portfolio, value $228,955.

    13F-HR 0001376474-26-000018 filed by Significant 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 16,315 shares
    Change vs previous 13F +3,732 shares

    0.25% of the 13F portfolio, value $515,238.

    13F-HR 0001376474-25-000894 filed by Significant 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 12,583 shares
    Change vs previous 13F +2,066 shares

    0.19% of the 13F portfolio, value $385,664.

    13F-HR 0001376474-25-000609 filed by Significant 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 10,517 shares
    Change vs previous 13F +1,346 shares

    0.22% of the 13F portfolio, value $419,850.

    13F-HR 0001376474-25-000414 filed by Significant 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 9,171 shares
    Change vs previous 13F +209 shares

    0.2% of the 13F portfolio, value $384,101.

    13F-HR 0001376474-25-000184 filed by Significant 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 8,962 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $438,397.

    13F-HR 0001376474-24-000661 filed by Significant Wealth Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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