Partners Wealth Management, LLC
- SEC CIK
- 0002054714
- Latest filing
- Jul 21, 2026
DBE holding history
Invesco DB Energy Fund in every 13F filed by Partners Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
DBE overviewAll 13F holders of DBEFull Q2 2026 holdings
- Shares (Q2 2026)
- 16,967
- Value
- $444.9K
- % of portfolio
- 0.4%
- Quarters held
- 7
- Since Q4 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 16,967 | $444.9K | 0.4% | +42+0.2% | Added | Holders |
| Q1 2026 | 16,925 | $498.8K | 0.5% | −3,515−17.2% | Reduced | Holders |
| Q4 2025 | 20,440 | $357.0K | 0.4% | +50.0% | Added | Holders |
| Q3 2025 | 20,435 | $388.7K | 0.4% | +350+1.7% | Added | Holders |
| Q2 2025 | 20,085 | $391.8K | 0.4% | 00.0% | Unchanged | Holders |
| Q1 2025 | 20,085 | $393.7K | 0.4% | +1,392+7.4% | Added | Holders |
| Q4 2024 | 18,693 | $346.8K | 0.4% | – | No prior filing | Holders |