Perfromance Wealth Partners, LLC

All 13F Portfolio Filings

Most recent 13F
Q3 2023
Location
Hinsdale, IL
CIK
0001908765
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Form Type Date Filed Filing ID Name
Q3 2023 167 2,057,241 13F-HR 10/30/2023 000195175723000644 Perfromance Wealth Partners, LLC
Q2 2023 185 2,176,034 13F-HR 7/13/2023 000195175723000345 Perfromance Wealth Partners, LLC
Q1 2023 180 1,950,794 13F-HR 4/20/2023 000195175723000197 Perfromance Wealth Partners, LLC
Q4 2022 162 1,661,926 13F-HR 1/19/2023 000195175723000019 Perfromance Wealth Partners, LLC
Q3 2022 163 1,726,803 13F-HR 10/17/2022 000190876522000006 Perfromance Wealth Partners, LLC
Q2 2022 167 1,779,147 13F-HR 7/15/2022 000190876522000005 Perfromance Wealth Partners, LLC
Q1 2022 178 2,295,057 13F-HR 4/21/2022 000190876522000004 Perfromance Wealth Partners, LLC
Q4 2021 180 2,477,640 13F-HR 2/2/2022 000190876522000002 Perfromance Wealth Partners, LLC