Perfromance Wealth Partners, LLC

SEC CIK: 0001908765
Latest filing: Aug 7, 2026

SEC filings (opens in a new tab)

DFS holding history

Discover Financial Services in every 13F filed by Perfromance Wealth Partners, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

DFS overview All 13F holders of DFS Full Q2 2026 holdings

Shares (Q2 2025): 0; Sold out in Q2 2025
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q4 2024

Holdings of DFS by Perfromance Wealth Partners, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2025	0	$0	0.0%	−1,258−100.0%	Sold out	Holders
Q1 2025	1,258	$214.7K	<0.1%	+2+0.2%	Added	Holders
Q4 2024	1,256	$217.6K	<0.1%	+1,256	New	Holders