SEC EDGAR filings, ownership reports, and insider transactions for Personal Wealth Partners.
Recent SEC filings for Personal Wealth Partners including 13F-HR.
| Form type | Document | Filing | Description | Filing date | Reporting date | File number(s) |
|---|---|---|---|---|---|---|
| 13F-HR | Open 13F-HR document | View SEC filing for 13F-HR | 09 Aug 2022 | 30 Jun 2022 | 028-19025 | |
| 13F-HR | Open 13F-HR document | View SEC filing for 13F-HR | 25 Apr 2022 | 31 Mar 2022 | 028-19025 | |
| 13F-HR | Open 13F-HR document | View SEC filing for 13F-HR | 14 Feb 2022 | 31 Dec 2021 | 028-19025 | |
| 13F-HR | Open 13F-HR document | View SEC filing for 13F-HR | 20 Oct 2021 | 30 Sep 2021 | 028-19025 | |
| 13F-HR | Open 13F-HR document | View SEC filing for 13F-HR | 23 Jul 2021 | 30 Jun 2021 | 028-19025 | |
| 13F-HR | Open 13F-HR document | View SEC filing for 13F-HR | 20 Apr 2021 | 31 Mar 2021 | 028-19025 | |
| 13F-HR | Open 13F-HR document | View SEC filing for 13F-HR | 08 Feb 2021 | 31 Dec 2020 | 028-19025 | |
| 13F-HR | Open 13F-HR document | View SEC filing for 13F-HR | 02 Nov 2020 | 30 Sep 2020 | 028-19025 | |
| 13F-HR | Open 13F-HR document | View SEC filing for 13F-HR | 06 Aug 2020 | 30 Jun 2020 | 028-19025 | |
| 13F-HR | Open 13F-HR document | View SEC filing for 13F-HR | 07 May 2020 | 31 Mar 2020 | 028-19025 | |
| 13F-HR | Open 13F-HR document | View SEC filing for 13F-HR | 28 Jan 2020 | 31 Dec 2019 | 028-19025 | |
| 13F-HR | Open 13F-HR document | View SEC filing for 13F-HR | 22 Oct 2019 | 30 Sep 2019 | 028-19025 | |
| 13F-HR | Open 13F-HR document | View SEC filing for 13F-HR | 30 Jul 2019 | 30 Jun 2019 | 028-19025 | |
| 13F-HR | Open 13F-HR document | View SEC filing for 13F-HR | 17 Apr 2019 | 31 Mar 2019 | 028-19025 | |
| 13F-HR | Open 13F-HR document | View SEC filing for 13F-HR | 05 Feb 2019 | 31 Dec 2018 | 028-19025 |
Personal Wealth Partners files with the SEC under CIK 0001766435. This page aggregates EDGAR filings and related ownership activity.