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Significant Wealth Partners LLC: PDFS position timeline

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

Significant Wealth Partners LLC held 8,949 PDFS 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 8,949 shares
    Change vs previous 13F +15 shares

    0.69% of the 13F portfolio, value $633,500.

    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 8,934 shares
    Change vs previous 13F -43 shares

    0.36% of the 13F portfolio, value $292,231.

    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 8,977 shares
    Change vs previous 13F -10,522 shares

    0.29% of the 13F portfolio, value $256,114.

    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 19,499 shares
    Change vs previous 13F +836 shares

    0.25% of the 13F portfolio, value $503,464.

    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 18,663 shares
    Change vs previous 13F +6,067 shares

    0.2% of the 13F portfolio, value $399,015.

    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 12,596 shares
    Change vs previous 13F +2,590 shares

    0.12% of the 13F portfolio, value $240,710.

    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 10,006 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $270,962.

    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).