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Disclosery

Tower Wealth Partners, Inc.: WSO position timeline

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

Tower Wealth Partners, Inc. held 559 WSO shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 559 shares
    Change vs previous 13F +559 shares

    0.12% of the 13F portfolio, value $232,952.

    13F-HR 0001951757-26-001232 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).

  2. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -513 shares

    13F-HR 0001951757-26-000200 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.

  3. period ended2025-09-30
    13F 513 shares
    Change vs previous 13F +11 shares

    0.11% of the 13F portfolio, value $207,406.

    13F-HR 0001951757-25-001319 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 ended2025-06-30
    13F 502 shares
    Change vs previous 13F +10 shares

    0.13% of the 13F portfolio, value $221,693.

    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).

  5. period ended2025-03-31
    13F 492 shares
    Change vs previous 13F +10 shares

    0.13% of the 13F portfolio, value $250,084.

    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).

  6. period ended2024-12-31
    13F 482 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $228,415.

    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).

  7. period ended2024-09-30
    13F 482 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $237,086.

    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).