Skip to main content

Partnership Wealth Management, LLC

SEC CIK
0002010656
Latest filing
Jul 10, 2026

PII holding history

Polaris Inc. in every 13F filed by Partnership Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

PII overviewAll 13F holders of PIIFull Q2 2026 holdings

Shares (Q4 2024)
0
Sold out in Q4 2024
Value
$0
% of portfolio
0.0%
Quarters held
4
Since Q4 2023
Holdings of PII by Partnership Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20240$00.0%−2,044−100.0%Sold outHolders
Q3 20242,044$170.1K0.1%00.0%UnchangedHolders
Q2 20242,044$160.1K0.1%00.0%UnchangedHolders
Q1 20242,044$204.6K0.1%00.0%UnchangedHolders
Q4 20232,044$183.9K0.1%–No prior filingHolders