Perfromance Wealth Partners - Portfolio Holdings by Quarter
Historical 13F-HR SEC quarterly filings for Perfromance Wealth Partners going back to Feb. 3, 2022
- Performance Wealth Partners 2026 Q1 - filed April 10, 2026 - new!
- Perfromance Wealth Partners 2025 Q4 - filed Jan. 21, 2026
- Perfromance Wealth Partners 2025 Q3 - filed Nov. 7, 2025
- Perfromance Wealth Partners 2025 Q2 - filed July 28, 2025
- Perfromance Wealth Partners 2025 Q1 - filed April 22, 2025
- Perfromance Wealth Partners 2024 Q4 - filed Jan. 17, 2025
- Perfromance Wealth Partners 2024 Q3 - filed Oct. 10, 2024
- Perfromance Wealth Partners 2024 Q2 - filed July 22, 2024
- Perfromance Wealth Partners 2024 Q1 - filed April 30, 2024
- Perfromance Wealth Partners 2023 Q4 - filed Jan. 22, 2024
- Perfromance Wealth Partners 2023 Q3 - filed Oct. 30, 2023
- Perfromance Wealth Partners 2023 Q2 - filed July 13, 2023
- Perfromance Wealth Partners 2023 Q1 - filed April 20, 2023
- Perfromance Wealth Partners 2022 Q4 - filed Jan. 19, 2023
- Perfromance Wealth Partners 2022 Q3 - filed Oct. 17, 2022
- Perfromance Wealth Partners 2022 Q2 - filed July 15, 2022
- Perfromance Wealth Partners 2022 Q1 - filed April 21, 2022
- Perfromance Wealth Partners 2021 Q4 - filed Feb. 3, 2022