P3 Health Partners Inc. - COM CL A NEW (PIII)

CUSIP: 744413204

Q1 2026 13F Holders as of 31 Mar 2026

Security type / class
Equity / COM CL A NEW
Total 13F shares
216,547
Total 13F value
$666,482
Share change
-57,148
SEC-reported price per share
$3.08
Number of holders
15
Value change
-$233,603
Number of buys
8
Number of sells
4

Security key

744413204

Report period

Q1 2026

Institutions

15

Top holders

10

PIII full security history Ownership snapshot Full 13F holder table Newer quarter: Q2 2026 Previous quarter: Q4 2025 P3 Health Partners Inc. SEC filings P3 Health Partners Inc. company facts

Broader feeds

Latest 13F filings Latest 13D/G filings Investors directory

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
31 Dec 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 0.23%

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
3/4/5 13D/G
50%
from 13D/G
$147,684,745
110,844,598 shares
mixed-class rows
 — 06 Apr 2023
Trinity Financial Advisors LLC
13F
Company
13F
0.23%
$100,013
28,657 shares
 — 31 Dec 2025
Chicago Pacific Founders UGP III, LLC
3/4/5
10%+ Owner
3/4/5
—
mixed-class rows
$38,546,408
150,020,047 shares
mixed-class rows
 — 04 Jun 2025
LEAVITT LEGACY, LLC
3/4/5
10%+ Owner
3/4/5
—
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
3/4/5
—
class O/S missing
$12,611,806
8,944,543 shares
 — 06 Apr 2023
Michael P. Balkin
3/4/5
10%+ Owner
3/4/5
—
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 Q1 2026

Investor-level positions for this CUSIP, loaded as an interactive table.

Institutions
15
Shares
216,547
Rows available
15
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 Q1 2026 vs Q4 2025 Across Filers

Q4 2025 holders
11
Q1 2026 holders
15
Holder diff
4
Investor Q4 2025 Shares Q1 2026 Shares Share Diff Share Chg % Q4 2025 value Q1 2026 value Value change Value Chg %

Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).

Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
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