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Disclosery

Tower Wealth Partners, Inc.: CRM position timeline

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

Tower Wealth Partners, Inc. held 0 CRM shares at 2025-06-30 per its 13F-HR filed 2025-07-28.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -1,470 shares

    13F-HR 0001951757-25-000974 filed by Tower Wealth Partners, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-03-31
    13F 1,470 shares
    Change vs previous 13F +603 shares

    0.21% of the 13F portfolio, value $394,489.

    13F-HR 0001951757-25-000305 filed by Tower Wealth Partners, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 867 shares
    Change vs previous 13F -13 shares

    0.15% of the 13F portfolio, value $289,864.

    13F-HR 0001951757-25-000210 filed by Tower Wealth Partners, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 880 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $240,865.

    13F-HR 0001951757-24-001141 filed by Tower Wealth Partners, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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