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Perella Weinberg Partners shares owned by SRS Capital Advisors

Quarter-by-quarter ownership of Perella Weinberg Partners (PWP) shares owned by SRS Capital Advisors from 13F filings

Historical chart of SRS Capital Advisors investment in Perella Weinberg Partners

Tip: Access up to 7 years of quarterly data

All positions including Perella Weinberg Partners held by SRS Capital Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Perella Weinberg Partners by SRS Capital Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $18k 837 21.32
2025-06-30 $1.1k 55 19.42
2025-03-31 $4.5k 244 18.40
2024-12-31 $14k 594 23.84
2024-09-30 $12k 599 19.31
2024-06-30 $10k 618 16.25
2024-03-31 $494 35 14.11