Private Wealth Partners, LLC

All 13F Portfolio Filings

Most recent 13F
Q3 2023
Location
Mill Valley, CA
CIK
0001335851
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Form Type Date Filed Filing ID Name
Q3 2023 159 1,046,016 13F-HR 11/6/2023 000108514623004138 Private Wealth Partners, LLC
Q2 2023 167 1,087,768 13F-HR 8/3/2023 000108514623003045 Private Wealth Partners, LLC
Q1 2023 163 1,001,725 13F-HR 5/3/2023 000108514623002041 Private Wealth Partners, LLC
Q4 2022 88 873,873 13F-HR 1/25/2023 000108514623000350 Private Wealth Partners, LLC
Q3 2022 76 782,587 13F-HR 10/26/2022 000108514622003628 Private Wealth Partners, LLC
Q2 2022 76 860,277 13F-HR 8/1/2022 000108514622002691 Private Wealth Partners, LLC
Q1 2022 83 1,116,487 13F-HR 5/2/2022 000108514622001670 Private Wealth Partners, LLC
Q4 2021 82 1,183,269 13F-HR 2/7/2022 000108514622000557 Private Wealth Partners, LLC
Q3 2021 80 1,076,504 13F-HR 11/12/2021 000108514621003187 Private Wealth Partners, LLC
Q2 2021 80 1,081,176 13F-HR 8/11/2021 000108514621002390 Private Wealth Partners, LLC
Q1 2021 76 944,299 13F-HR 5/3/2021 000108514621001429 Private Wealth Partners, LLC
Q4 2020 137 921,330 13F-HR 2/3/2021 000108514621000412 Private Wealth Partners, LLC
Q3 2020 128 855,073 13F-HR 10/29/2020 000108514620002689 Private Wealth Partners, LLC
Q2 2020 124 729,820 13F-HR 7/31/2020 000108514620001957 Private Wealth Partners, LLC
Q1 2020 124 593,008 13F-HR 4/24/2020 000108514620001212 Private Wealth Partners, LLC
Q4 2019 134 733,755 13F-HR 1/29/2020 000108514620000319 Private Wealth Partners, LLC
Q3 2019 130 642,488 13F-HR 11/12/2019 000108514619002839 Private Wealth Partners, LLC
Q2 2019 137 649,626 13F-HR 8/6/2019 000108514619002102 Private Wealth Partners, LLC
Q1 2019 114 608,055 13F-HR 5/2/2019 000108514619001316 Private Wealth Partners, LLC
Q4 2018 97 516,810 13F-HR 2/13/2019 000108514619000630 Private Wealth Partners, LLC
Q3 2018 114 655,605 13F-HR 10/25/2018 000108514618002399 Private Wealth Partners, LLC
Q2 2018 114 594,636 RESTATEMENT 8/16/2018 000108514618002167 Private Wealth Partners, LLC
Q2 2018 110 578,828 13F-HR 8/10/2018 000108514618001973 Private Wealth Partners, LLC
Q1 2018 121 574,231 13F-HR 5/15/2018 000108514618001477 Private Wealth Partners, LLC
Q4 2017 126 540,540 13F-HR 2/1/2018 000108514618000285 Private Wealth Partners, LLC
Q3 2017 122 497,388 13F-HR 11/6/2017 000108514617002212 Private Wealth Partners, LLC
Q2 2017 113 460,518 13F-HR 7/26/2017 000108514617001569 Private Wealth Partners, LLC
Q1 2017 110 451,263 13F-HR 4/19/2017 000108514617000984 Private Wealth Partners, LLC
Q4 2016 111 421,103 13F-HR 1/19/2017 000108514617000140 Private Wealth Partners, LLC
Q3 2016 120 416,439 13F-HR 10/18/2016 000108514616004512 Private Wealth Partners, LLC
Q2 2016 126 416,107 13F-HR 7/27/2016 000108514616004057 Private Wealth Partners, LLC
Q1 2016 127 416,100 13F-HR 4/25/2016 000108514616003515 Private Wealth Partners, LLC
Q4 2015 128 427,830 13F-HR 1/25/2016 000108514616002651 Private Wealth Partners, LLC
Q3 2015 130 397,366 13F-HR 10/26/2015 000108514615002079 Private Wealth Partners, LLC
Q2 2015 141 442,719 13F-HR 7/23/2015 000108514615001491 Private Wealth Partners, LLC
Q1 2015 141 434,413 RESTATEMENT 4/27/2015 000108514615000980 Private Wealth Partners, LLC
Q1 2015 146 425,453 13F-HR 4/22/2015 000108514615000954 Private Wealth Partners, LLC
Q4 2014 146 425,453 13F-HR 1/23/2015 000108514615000142 Private Wealth Partners, LLC
Q3 2014 172 455,454 13F-HR 10/27/2014 000108514614002018 Private Wealth Partners, LLC
Q2 2014 155 455,112 13F-HR 8/5/2014 000108514614001507 Private Wealth Partners, LLC
Q1 2014 156 424,133 RESTATEMENT 4/30/2014 000108514614000930 Private Wealth Partners, LLC
Q1 2014 155 2,741,434 13F-HR 4/24/2014 000108514614000906 Private Wealth Partners, LLC
Q4 2013 171 448,603 13F-HR 1/27/2014 000108514614000159 Private Wealth Partners, LLC