Premier Path Wealth Partners, LLC
Holdings in PKE
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $425,668 | 19,947 | Shares | Sole | 2026-01-22 |
| 2025-09-30 | $413,268 | 20,318 | Shares | Sole | 2025-11-04 |
| 2025-06-30 | $412,009 | 27,895 | Shares | Sole | 2025-08-04 |
| 2025-03-31 | $385,947 | 28,695 | Shares | Sole | 2025-04-21 |
| 2024-12-31 | $420,381 | 28,695 | Shares | Sole | 2025-01-15 |
| 2024-09-30 | $381,805 | 29,302 | Shares | Sole | 2024-10-15 |
| 2024-06-30 | $431,084 | 31,512 | Shares | Sole | 2024-07-24 |
| 2024-03-31 | $507,414 | 30,512 | Shares | Sole | 2024-04-24 |
| 2023-12-31 | $490,230 | 33,349 | Shares | Sole | 2024-01-12 |