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Uniting Wealth Partners, LLC: PPA position timeline

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

Uniting Wealth Partners, LLC held 40,283 PPA shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 40,283 shares
    Change vs previous 13F -696 shares

    1.44% of the 13F portfolio, value $7,115,992.

    13F-HR 0001951757-26-001135 filed by Uniting 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 40,979 shares
    Change vs previous 13F +1,243 shares

    1.45% of the 13F portfolio, value $6,790,220.

    13F-HR 0001951757-26-000696 filed by Uniting 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 39,736 shares
    Change vs previous 13F +637 shares

    1.91% of the 13F portfolio, value $6,223,850.

    13F-HR 0001951757-26-000429 filed by Uniting 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 39,099 shares
    Change vs previous 13F -16,618 shares

    1.43% of the 13F portfolio, value $6,077,940.

    13F-HR 0001951757-25-001316 filed by Uniting 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 55,717 shares
    Change vs previous 13F +693 shares

    3.05% of the 13F portfolio, value $7,894,542.

    13F-HR 0001951757-25-001027 filed by Uniting 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 55,024 shares
    Change vs previous 13F -349 shares

    3.21% of the 13F portfolio, value $6,413,047.

    13F-HR 0001951757-25-000447 filed by Uniting 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 55,373 shares
    Change vs previous 13F not available

    3.07% of the 13F portfolio, value $6,352,944.

    13F-HR 0001951757-25-000248 filed by Uniting Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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