Private Wealth Partners, LLC

CIK
0001335851
City
MILL VALLEY
State / Country
CA

Holdings in GDV

Position Over Time

Report Date Value (USD) Shares
2025-12-31 $2,613,406 94,109
2025-09-30 $2,995,396 110,409
2025-06-30 $2,949,768 113,409
2025-03-31 $3,038,184 125,909
2024-12-31 $3,040,702 125,909
2024-09-30 $3,379,210 138,209
2024-06-30 $3,146,674 138,559
2024-03-31 $3,296,687 143,459
2023-12-31 $3,589,188 165,859
2023-09-30 $3,469,534 178,474
2023-06-30 $4,136,704 195,774
2023-03-31 $4,480,743 215,524
2022-12-31 $4,628,470 224,574
2022-09-30 $3,945,520 210,765
2022-06-30 $4,456,688 217,931
2022-03-31 $5,563,465 225,790
2021-12-31 $6,131,430 227,090
2021-09-30 $6,280,380 243,520
2021-06-30 $6,228,103 236,720
2021-03-31 $5,633,475 235,120
2020-12-31 $3,578,455 166,750
2020-09-30 $3,514,942 191,550
2020-06-30 $3,411,760 193,850
2020-03-31 $3,218,213 217,300