HIGHLINE WEALTH PARTNERS LLC
Position in WTW — Willis Towers Watson PLC
CIK 2042654
SHERMAN OAKS, CA
Position in WTW
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$6,534
+$1,593 QoQ
Shares Held
25
+47.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#600
of 687 holders
Holding Since
Sep 2022
16 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WTW Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026HIGHLINE WEALTH PARTNERS LLC holds $45,737 across 4 Insurance Brokers names. WTW ranks #4 (14.3% of the industry book) .
All Filings in WTW
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,534 | 25 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $4,941 | 17 | Shares | Sole | 2026-04-06 | |
| 2025-12-31 | $4,271 | 13 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $4,490 | 13 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $3,984 | 13 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $5,745 | 17 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $4,072 | 13 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $2,945 | 10 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $2,097 | 8 | Shares | Sole | 2024-10-28 | |
| 2024-03-31 | $1,925 | 7 | Shares | Sole | 2024-10-28 | |
| 2023-12-31 | $1,688 | 7 | Shares | Sole | 2024-10-29 | |
| 2023-09-30 | $1,462 | 7 | Shares | Sole | 2024-10-29 | |
| 2023-06-30 | $1,648 | 7 | Shares | Sole | 2024-10-29 | |
| 2023-03-31 | $1,626 | 7 | Shares | Sole | 2024-10-29 | |
| 2022-12-31 | $1,712 | 7 | Shares | Sole | 2024-10-29 | |
| 2022-09-30 | $1,406 | 7 | Shares | Sole | 2024-10-29 | |
| No filing history on record for this holder in this stock. | ||||||