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
- period ended2026-06-3013F 8,949 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 8,934 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 8,977 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 19,499 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 18,663 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 12,596 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 10,006 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).