Personal Wealth Partners

All 13F Portfolio Filings

Most recent 13F
Q2 2022
Location
Bloomington, MN
CIK
0001766435
All SEC filings
View on sec.gov
Quarter Holdings Value ($000) Form Type Date Filed Filing ID Name
Q2 2022 1 0 13F-HR 8/9/2022 000142050622001439 Personal Wealth Partners
Q1 2022 74 229,194 13F-HR 4/25/2022 000142050622000647 Personal Wealth Partners
Q4 2021 76 242,227 13F-HR 2/14/2022 000142050622000426 Personal Wealth Partners
Q3 2021 76 237,246 13F-HR 10/20/2021 000142050621001400 Personal Wealth Partners
Q2 2021 437 247,882 13F-HR 7/23/2021 000142050621000909 Personal Wealth Partners
Q1 2021 77 221,589 13F-HR 4/20/2021 000142050621000426 Personal Wealth Partners
Q4 2020 70 213,897 13F-HR 2/8/2021 000142050621000123 Personal Wealth Partners
Q3 2020 67 190,704 13F-HR 11/2/2020 000142050620001112 Personal Wealth Partners
Q2 2020 63 182,485 13F-HR 8/6/2020 000142050620000822 Personal Wealth Partners
Q1 2020 61 166,367 13F-HR 5/7/2020 000142050620000438 Personal Wealth Partners
Q4 2019 704 232,106 13F-HR 1/28/2020 000142050620000067 Personal Wealth Partners
Q3 2019 744 216,647 13F-HR 10/22/2019 000142050619000959 Personal Wealth Partners
Q2 2019 301 209,294 13F-HR 7/30/2019 000142050619000662 Personal Wealth Partners
Q1 2019 59 188,236 13F-HR 4/17/2019 000142050619000303 Personal Wealth Partners
Q4 2018 40 159,576 13F-HR 2/5/2019 000142050619000081 Personal Wealth Partners