Partnership Wealth Management, LLC

Business address
606 E Joppa Road, Towson, MD, 21286
Top securities (13F)
LLY, IJH, RSP, SPDW, IJR, IWF, SPYV, MSFT, SCZ, SPEM, NSC, TT, ABT, JNJ, BMY, PEP, NVDA, FANG, CEG, and BRKB
State of incorporation
MD
Fiscal year end
31 December
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Partnership Wealth Management, LLC has filed 9 SEC EDGAR filings since 07 Feb 2024

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 08 Oct 2025 30 Sep 2025 028-23630
N-PX Open Document Open Filing 17 Jul 2025 30 Jun 2025 028-23630
13F-HR Open Document Open Filing 08 Jul 2025 30 Jun 2025 028-23630
13F-HR Open Document Open Filing 07 Apr 2025 31 Mar 2025 028-23630
13F-HR Open Document Open Filing 08 Jan 2025 31 Dec 2024 028-23630
13F-HR Open Document Open Filing 08 Oct 2024 30 Sep 2024 028-23630
13F-HR Open Document Open Filing 03 Jul 2024 30 Jun 2024 028-23630
13F-HR Open Document Open Filing 10 Apr 2024 31 Mar 2024 028-23630
13F-HR Open Document Open Filing 07 Feb 2024 31 Dec 2023 028-23630