Security key
744413204
P3 Health Partners Inc. - COM CL A NEW (PIII)
CUSIP: 744413204
Q4 2025 13F Holders as of 31 Dec 2025
- Security type / class
- Equity / COM CL A NEW
- Total 13F shares
- 244,400
- Total 13F value
- $853,657
- Share change
- -57,236
- SEC-reported price per share
- $3.49
- Number of holders
- 11
- Value change
- -$200,169
- Number of buys
- 4
- Number of sells
- 7
Report period
Q4 2025
Institutions
11
Top holders
10
PIII full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q1 2026
Previous quarter: Q3 2025
P3 Health Partners Inc. SEC filings
P3 Health Partners Inc. company facts
Broader feeds
Reporting periods
Holder history for CUSIP 744413204
Recent filing periods:
Ownership snapshot
Top reported holders of PIII - P3 Health Partners Inc. - COM CL A NEW (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
Chicago Pacific Founders ...
Disclosed value leader
Chicago Pacific Founders ...
Comparable rows
2/15
Latest evidence
30 Sep 2025
3/4/5
13D/G
13F
Lead comparable stake: 50%
13 rows are not safely comparable across share classes.
13D/G row: Chicago Pacific Founders UGP, LLC
Showing 1-6 of 15 holder rows.
Quick read
Chicago Pacific Founders UGP, LLC leads the comparable SEC ownership view at 50%.
2 of 15 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens Chicago Pacific Founders UGP, LLC's linked filing trail.
Comparable ownership
Top 2
Chicago Pacific Founders UGP, LLC
50%
Trinity Financial Advisors LLC
0.21%
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
Detailed SEC evidence table Showing 1-6 of 15 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| Chicago Pacific Founders UGP, LLC |
3/4/5
13D/G
10%+ Owner · Chicago Pacific Founders UGP III, LLC
|
50%
from 13D/G
|
$147,684,745
110,844,598 shares
mixed-class rows
|
— | 06 Apr 2023 |
| Trinity Financial Advisors LLC |
13F
Company
|
0.21%
|
$238,635
26,678 shares
|
— | 30 Sep 2025 |
| Chicago Pacific Founders UGP III, LLC |
3/4/5
10%+ Owner
|
—
mixed-class rows
|
$38,546,408
150,020,047 shares
mixed-class rows
|
— | 04 Jun 2025 |
| LEAVITT LEGACY, LLC |
3/4/5
10%+ Owner
|
—
mixed-class rows
|
$25,117,004
25,787,959 shares
mixed-class rows
|
— | 24 May 2024 |
| Leavitt Equity Partners III, L.P. |
3/4/5
Member of a 13(d) group that is a ten percent owner., 10%+ Owner
|
—
class O/S missing
|
$12,611,806
8,944,543 shares
|
— | 06 Apr 2023 |
| Michael P. Balkin |
3/4/5
10%+ Owner
|
—
mixed-class rows
|
$10,638,822
7,772,764 shares
mixed-class rows
|
— | 28 Jan 2022 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
13F holder rows
Institutional holders as of Q4 2025
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
11
Shares
244,400
Rows available
11
| Investor | Option | Weight % | Change % | SEC-reported value | * Price | Shares | Share Change | Activity | Report Period |
|---|
* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.
Compare Q4 2025 vs Q3 2025 Across Filers
Q3 2025 holders
13
Q4 2025 holders
11
Holder diff
-2
| Investor | Q3 2025 Shares | Q4 2025 Shares | Share Diff | Share Chg % | Q3 2025 value | Q4 2025 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend