Entity type
Company
Filer Snapshot
Proquility Private Wealth Partners, LLC
CIK 0001844911. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.
Total filings
19
Latest filing
15 May 2025
Industry
n/a
Filing-backed research brief
Start with the SEC data that changes for this CIK
Latest signal: 13F-HR for Q1 2025. Each card links back to the PortfolioSavvy page where the filing evidence is closest.
Latest 13F portfolio
$324.49M
82 holdings for Q1 2025
Open portfolioLargest parsed holding
IEMG
$22.38M reported value
Open holding13D/G large stake
—
No recent parsed 13D/G stake row for this CIK.
Browse 13D/GInsider / owner context
—
No parsed Forms 3/4/5 owner position for this CIK.
Browse insider filingsSave this filer page
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Source: SEC Form 13F
View Source Filing
13F-HR filed on 15 May 2025 for CIK 0001844911.
- Business address
- 11035 Lavender Hill Dr, Ste 160 194, Las Vegas, NV, 89135
- Parsed ownership coverage
-
13F reported value
$324.49M
Latest parsed Form 13F reported market value.
Largest 13F symbols
IEMG, IEFA, XLF, VGT
Largest symbols in the latest parsed Form 13F holdings.
- Largest 13F holdings
- IEMG IEFA XLF VGT XLV VB XLY EZU
+12 more
XLC BBAX FLGB VMBS XLE FLJP PZA XOM VIS GOVT ITM VDC - State of incorporation
- NV
- Fiscal year end
- 31 December
Identity
SEC ownership signals
SEC record
Filer intelligence
What SEC filings say about Proquility Private Wealth Partners, LLC
A compact read of parsed XML filings. 13F, 13D/G, and Forms 3/4/5 are shown separately because they answer different ownership questions.
Quick read
- Latest parsed 13F shows $324.49M across 82 reported holdings for Q1 2025.
- Largest parsed 13F holding: IEMG at $22.38M.
SEC source mix
Counts show available parsed rows, not one combined ownership total.
Top parsed 13F holdings
Visual share of the latest parsed 13F portfolio. Values are reported market value, not a recommendation.
Top 5 concentration
24%
Share of latest parsed 13F value represented by the visible holdings below.
Top 5 reported value
$76.88M
Compared with $324.49M total 13F value.
Top 5 net change
+$5.51M
Position-value change inside the visible top holdings only.
13F concentration map
A simple visual split of the latest parsed 13F portfolio.
Largest add: PZA ยท Largest trim: NOBL
IEMG
IEFA
XLF
VGT
XLV
Other holdings
Latest update
What changed recently for Proquility Private Wealth Partners, LLC
Latest 13F period: Q1 2025. Open the source-backed page to inspect the fresh filing or facts context.
Update date
15 May 2025
Page type
Filer profile
Latest period
Q1 2025
Institutional portfolio context was refreshed from a 13F filing filed on 15 May 2025.
Benchmark Context
Benchmark context for this company
Proquility Private Wealth Partners, LLC has a source-backed company facts view where you can compare the latest reported metrics with its own recent history and with peer rankings for the same metric.
Compared with
Start on the facts page for period-to-period context, then open a metric ranking when you want to compare the same reported fact across other SEC-reporting companies.
Why this is notable
Latest 13F period: Q1 2025. That gives you a fresh baseline before you compare this company with peers.
- Peer comparisons stay conservative: same metric, compatible units, latest valid company row only.
- Open the facts page first if you want the cleanest path to verification.
Benchmark context is only shown where the app has enough comparable SEC-backed data to keep the interpretation honest.
SEC filing record
CIK 0001844911 filing coverage
Start with this filing record, then use the linked ownership pages when parsed 13F, 13D/G, Forms 3/4/5, or facts data exists for this CIK.
SEC filings
19
First seen
10 Feb 2021
Latest filing
15 May 2025
Entity
Company
Observed form types
13F-HR
N-PX
Latest Filings
Showing the latest 12 of 19 SEC filings for Proquility Private Wealth Partners, LLC.
13F-HR
File 028-20643
13F-HR filing
- Filing date
- 15 May 2025
- Reporting date
- 31 Mar 2025
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
File 028-20643
13F-HR filing
- Filing date
- 17 Jan 2025
- Reporting date
- 31 Dec 2024
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
File 028-20643
13F-HR filing
- Filing date
- 15 Oct 2024
- Reporting date
- 30 Sep 2024
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
N-PX
File 028-20643
N-PX filing
- Filing date
- 09 Aug 2024
- Reporting date
- 30 Jun 2024
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
File 028-20643
13F-HR filing
- Filing date
- 09 Aug 2024
- Reporting date
- 30 Jun 2024
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
File 028-20643
13F-HR filing
- Filing date
- 03 May 2024
- Reporting date
- 31 Mar 2024
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
File 028-20643
13F-HR filing
- Filing date
- 12 Feb 2024
- Reporting date
- 31 Dec 2023
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
File 028-20643
13F-HR filing
- Filing date
- 14 Nov 2023
- Reporting date
- 30 Sep 2023
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
File 028-20643
13F-HR filing
- Filing date
- 14 Sep 2023
- Reporting date
- 30 Jun 2023
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
File 028-20643
13F-HR filing
- Filing date
- 10 May 2023
- Reporting date
- 31 Mar 2023
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
File 028-20643
13F-HR filing
- Filing date
- 15 Feb 2023
- Reporting date
- 31 Dec 2022
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
File 028-20643
13F-HR filing
- Filing date
- 14 Nov 2022
- Reporting date
- 30 Sep 2022
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing