Back to PWP
IFP Advisors, Inc PWP Position History
Perella Weinberg Partners • Financial Services
Quarters held
6
Latest value
$359
Q3 2026
Peak value
$341K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $448 |
| Q3 2025 | $448 |
| Q4 2025 | $363 |
| Q1 2026 | $5K |
| Q2 2026 | $341K |
| Q3 2026 | $359 |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $359 | 22 | — | — |
| Q2 2026 | $341K | 21.4K | — | — |
| Q1 2026 | $5K | 271 | — | — |
| Q4 2025 | $363 | 21 | — | — |
| Q3 2025 | $448 | 21 | — | — |
| Q3 2025 | $448 | 21 | — | — |
Other funds holding PWP
$113.4M
$65.8M
$63.9M
$55.7M
$55.3M
$37.5M