Private Wealth Partners, LLC has submitted its quarterly report, detailing its investment holdings as of September 30, 2026. This filing is significant as it provides insights into the company's portfolio and investment strategies, which are crucial for stakeholders and industry observers.

Background

Private Wealth Partners, LLC is an investment management firm based in Mill Valley, California. The company is classified under the SIC code for investment advice and management. Its recent filings include a series of 13F-HR reports, with the latest dated October 22, 2026. The firm primarily focuses on managing investments for institutional clients.

What the Filing Says

The recent filing, designated as a 13F-HR, indicates that it was accepted on October 22, 2026. The report covers the period ending September 30, 2026. Specific details regarding the holdings were not available in the SEC filing.

Impact

This filing may affect various stakeholders, including investors, analysts, and competitors in the investment management sector. By revealing its holdings, Private Wealth Partners could influence market perceptions and investment strategies among peers and clients.

What's Next

The filing does not say what happens next.

Filing Details

The 13F-HR filing was officially accepted on October 22, 2026, at 16:13:04, and it covers the period ending September 30, 2026. The filing consists of two documents, including the primary report and an information table, which are essential for understanding the firm's investment positions.

Company Information

Private Wealth Partners, LLC is registered under the Central Index Key (CIK) number 0001335851 and has an Employer Identification Number (EIN) of 202154638. The firm is incorporated in California and has a fiscal year end date of December 31. This information is crucial for regulatory compliance and provides transparency to stakeholders.

Contact Information

The business address for Private Wealth Partners is 591 Redwood Highway, Suite 3210, Mill Valley, CA 94941. They can be contacted at the phone number 415-464-2122. This information is valuable for clients and partners looking to engage with the firm directly.

Missing Information

The filing does not include specific details regarding the investment holdings or strategies employed by Private Wealth Partners, LLC, which would provide further insights into the firm's operations and market positioning.