PARTNERS WEALTH MANAGEMENT, LLC
Holdings in DBE
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $357,086 | 20,440 | Shares | Sole | 2026-01-20 |
| 2025-09-30 | $388,673 | 20,435 | Shares | Sole | 2025-10-29 |
| 2025-06-30 | $374,183 | 20,085 | Shares | Sole | 2025-07-22 |
| 2025-03-31 | $393,666 | 20,085 | Shares | Sole | 2025-04-17 |
| 2024-12-31 | $346,755 | 18,693 | Shares | Sole | 2025-02-04 |