Premier Path Wealth Partners, LLC
Position in PRU — Prudential Financial Inc
CIK 1999925
MADISON, NJ
Position in PRU
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$466,365
+$61,050 QoQ
Shares Held
4,321
+4.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#714
of 1,410 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PRU Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026Premier Path Wealth Partners, LLC holds $1,474,840 across 3 Insurance - Life names. PRU ranks #2 (31.6% of the industry book) .
All Filings in PRU
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $466,365 | 4,321 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $405,315 | 4,149 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $368,666 | 3,266 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $318,793 | 3,073 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $343,593 | 3,198 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $421,480 | 3,774 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $447,924 | 3,779 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $457,031 | 3,774 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $439,345 | 3,749 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $436,258 | 3,716 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $367,237 | 3,541 | Shares | Sole | 2024-01-12 | |
| No filing history on record for this holder in this stock. | ||||||