Private Wealth Partners, LLC TMC — TMC THE METALS COMPANY INC

Ownership history in Private Wealth Partners, LLC  ·  10 quarters on record

AI Ownership Summary

Private Wealth Partners, LLC reported TMC THE METALS COMPANY INC (TMC) in 10 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.01% in 2026 Q1. The latest visible filing shows TMC at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this TMC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Private Wealth Partners, LLC's position in TMC THE METALS COMPANY INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

TMC was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

TMC stock page Private Wealth Partners, LLC fund profile Private Wealth Partners, LLC full holdings
How Private Wealth Partners, LLC held TMC — position size vs. price
% of Fund (quarterly)    TMC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 40,000 +2,500 +6.7% 0.01% $187K 2026-04-28 $5.06
2025 Q2 REDUCED 62.0% -2.0% ✅ 37,500 -61,200 -62.0% 0.01% $162K 2025-08-01 $5.87
2024 Q4 UNCHANGED — — — 98,700 — 0% 0.01% $111K 2025-02-03 $1.78
2024 Q3 UNCHANGED — — — 98,700 — 0% 0.01% $105K 2024-10-29 $0.99
2024 Q2 UNCHANGED — — — 98,700 — 0% 0.01% $133K 2024-08-08 $1.02
2024 Q1 UNCHANGED — — — 98,700 — 0% 0.01% $141K 2024-05-09 $1.52
2023 Q4 UNCHANGED — — — 98,700 — 0% 0.01% $109K 2024-02-02 $1.29
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding TMC

As of 2026 Q1 — sorted by position size

SLT Holdings LLC 0.5% Mirador Capital Partners LP 3Y 7Y 0.37% Optivise Advisory Services LLC 0.15% New Hampshire Trust 3Y 0.13% Hubbell Strickland Wealth Management, LLC 3Y 0.09% FWG Holdings, LLC 3Y 0.09% BROWN, LISLE/CUMMINGS, INC. 0.06% Counterpoint Mutual Funds LLC 3Y 0.04% Foundation Wealth Management, LLC\PA 0.03% LAZARI CAPITAL MANAGEMENT, INC. 0.02%

FAQ About Private Wealth Partners, LLC and TMC

These are the practical questions this page is built to answer before you even open the full history table.

How long has Private Wealth Partners, LLC reported owning TMC?

Private Wealth Partners, LLC reported TMC across 7 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported TMC position in Private Wealth Partners, LLC's portfolio?

The largest reported portfolio weight for TMC was 0.01% in 2026 Q1.

What is the latest reported TMC position on this page?

The most recent filing on this page is 2026 Q1, when Private Wealth Partners, LLC reported 40,000 shares, equal to 0.01% of portfolio, with an estimated market value of $187K.

What does the chart on this TMC ownership page compare?

The chart compares Private Wealth Partners, LLC's quarterly TMC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Private Wealth Partners, LLC time their TMC position?

Based on 13F filing dates vs. subsequent TMC price moves, Private Wealth Partners, LLC correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on TMC relative to SPY over the holding period was +102.7%.

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