P3 Health Partners Inc.
PIIIFigures shown here come from public SEC filings. Dates beside each section show the available history.
How P3 Health Partners Inc. Makes Money
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From revenue to net income
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Financial Summary
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SEC filings supply these figures; updates after the dates shown are not included. This page includes 6 annual periods. The latest annual period ends Dec 31, 2025. The latest insider filing shown is dated Jun 12, 2026. The latest institutional report shown is dated Mar 31, 2026; other ownership filings may exist.
Ownership
Who holds the shares, as reported in SEC ownership filings.
Reported 13F positions
Each row shows what a filer reported for one date, not a current position. The link opens that filing.
| Filer | Report date | Shares | Value | Filing |
|---|---|---|---|---|
| Trinity Financial Advisors LLC | 2026-03-31 | 27,057 | Not shown | SEC filing |
| Trinity Financial Advisors LLC | 2025-12-31 | 28,657 | Not shown | SEC filing |
| Trinity Financial Advisors LLC | 2025-09-30 | 26,678 | Not shown | SEC filing |
| Trinity Financial Advisors LLC | 2025-06-30 | 25,500 | Not shown | SEC filing |
| ACT Advisors, LLC. | 2025-03-31 | 11,467 | Not shown | SEC filing |
| TWO SIGMA SECURITIES, LLC | 2025-03-31 | 11,327 | Not shown | SEC filing |
| Qube Research & Technologies Ltd | 2025-03-31 | 18,003 | Not shown | SEC filing |
| Connective Capital Management, LLC | 2025-03-31 | 25,125 | Not shown | SEC filing |
| Point72 Asia (Singapore) Pte. Ltd. | 2025-03-31 | 13,091 | Not shown | SEC filing |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 2025-03-31 | 0 | $0 | SEC filing |
| JPMORGAN CHASE & CO | 2025-03-31 | 1,137 | Not shown | SEC filing |
| Alyeska Investment Group, L.P. | 2025-03-31 | 9,045,340 | Not shown | SEC filing |
| PNC Financial Services Group, Inc. | 2025-03-31 | 68,694 | Not shown | SEC filing |
| Corient Private Wealth LLC | 2025-03-31 | 1,870,261 | Not shown | SEC filing |
| MILLENNIUM MANAGEMENT LLC | 2025-03-31 | 71,568 | Not shown | SEC filing |
| NORTHERN TRUST CORP | 2025-03-31 | 99,988 | Not shown | SEC filing |
| RENAISSANCE TECHNOLOGIES LLC | 2025-03-31 | 405,837 | Not shown | SEC filing |
| Abundance Wealth Counselors | 2025-03-31 | 400,000 | Not shown | SEC filing |
| Cresset Asset Management, LLC | 2025-03-31 | 200,000 | Not shown | SEC filing |
| Trinity Financial Advisors LLC | 2025-03-31 | 1,278,037 | Not shown | SEC filing |
- Each value is checked against P3 Health Partners Inc.'s share prices from within about three months of its report date (insiders' Form 4 trades and the latest close).
- Value not shown for 19 rows: no share price from within three months of their report dates is on file, so they could not be checked.
Filer report history
Two reports per filer, as filed. No change is calculated, because the data on file cannot confirm that both reports describe the same security.
- Trinity Financial Advisors LLC: 28,657 shares reported 2025-12-31; 27,057 shares reported 2026-03-31.
- Trinity Financial Advisors LLC: 26,678 shares reported 2025-09-30; 28,657 shares reported 2025-12-31.
- Trinity Financial Advisors LLC: 25,500 shares reported 2025-06-30; 26,678 shares reported 2025-09-30.
- Trinity Financial Advisors LLC: 1,278,037 shares reported 2025-03-31; 25,500 shares reported 2025-06-30.
- Trinity Financial Advisors LLC: 1,043,537 shares reported 2024-12-31; 1,278,037 shares reported 2025-03-31.
- Engineers Gate Manager LP: 28,850 shares reported 2024-12-31; 28,850 shares reported 2025-03-31.
- MONETA GROUP INVESTMENT ADVISORS LLC: 112,810 shares reported 2024-12-31; 2,255 shares reported 2025-03-31.
- VANGUARD GROUP INC: 1,819,343 shares reported 2024-12-31; 1,819,343 shares reported 2025-03-31.
- SlateStone Wealth, LLC: 28,394 shares reported 2024-12-31; 28,394 shares reported 2025-03-31.
- UBS Group AG: 457 shares reported 2024-12-31; 236,283 shares reported 2025-03-31.
- WOLVERINE ASSET MANAGEMENT LLC: 583 shares reported 2024-12-31; 583 shares reported 2025-03-31.
- HRT FINANCIAL LP: 71,283 shares reported 2024-12-31; 20,447 shares reported 2025-03-31.
Showing the 12 most recent filer reports.
21 filers have only one report here.
Independent insiders buying near the same time
Purchases & sales (open market or private)
| Security | Code | Price | Filing | |||
|---|---|---|---|---|---|---|
| 2025-06-04 | Chicago Pacific Founders UGP III, LLC · 10% owner | Warrants to Purchase Class A Common Stock | P — Open market or private purchase | +1,428,129 | 0.00 | SEC filing |
| 2024-12-12 | Chicago Pacific Founders UGP III, LLC · 10% owner | Warrant to Purchase Class A Common Stock | P — Open market or private purchase | +71,406,480 | 0.00 | SEC filing |
| 2024-09-13 | CPF III-A PT SPV, LLC · 10% owner | Class A Common Stock | P — Open market or private purchase | +80,000 | 0.50 | SEC filing |
| 2024-09-12 | CPF III-A PT SPV, LLC · 10% owner | Class A Common Stock | P — Open market or private purchase | +80,000 | 0.52 | SEC filing |
| 2024-09-11 | CPF III-A PT SPV, LLC · 10% owner | Class A Common Stock | P — Open market or private purchase | +80,000 | 0.56 | SEC filing |
| 2024-09-10 | CPF III-A PT SPV, LLC · 10% owner | Class A Common Stock | P — Open market or private purchase | +80,000 | 0.52 | SEC filing |
| 2024-09-09 | CPF III-A PT SPV, LLC · 10% owner | Class A Common Stock | P — Open market or private purchase | +80,000 | 0.53 | SEC filing |
| 2024-09-06 | CPF III-A PT SPV, LLC · 10% owner | Class A Common Stock | P — Open market or private purchase | +80,000 | 0.49 | SEC filing |
Showing 8 of 10 rows
Grants, exercises, tax & gifts
| Security | Code | Filing | |||
|---|---|---|---|---|---|
| 2026-06-10 | STRAUS DANIEL E · 10% owner | Class A Common Stock | C — Conversion of derivative security | +50,000 | SEC filing |
| 2026-06-10 | STRAUS DANIEL E · 10% owner | P3 LLC Unit | C — Conversion of derivative security | −50,000 | SEC filing |
| 2026-05-08 | Pedersen Leif Elliott · Chief Financial Officer | Stock Option (Right to Buy) | A — Grant, award, or other acquisition | +30,000 | SEC filing |
| 2025-08-06 (amended) | WASSON GREGORY D · Director | Class A Common Stock | A — Grant, award, or other acquisition | +2,000 | SEC filing |
| 2025-08-06 (amended) | Kazarian Gregory N. · Director | Class A Common Stock | A — Grant, award, or other acquisition | +2,000 | SEC filing |
| 2025-08-06 (amended) | Leisure Lawrence B. · Director | Class A Common Stock | A — Grant, award, or other acquisition | +2,000 | SEC filing |
| 2025-08-06 (amended) | Price Thomas Edmunds · Director | Class A Common Stock | A — Grant, award, or other acquisition | +2,000 | SEC filing |
| 2025-08-06 (amended) | Park Jeffrey G · Director | Class A Common Stock | A — Grant, award, or other acquisition | +2,000 | SEC filing |
Showing 8 of 22 rows
Other activity
| Security | Code | Filing | |||
|---|---|---|---|---|---|
| 2026-06-10 | STRAUS DANIEL E · 10% owner | Class V Common Stock | J — Other acquisition or disposition | −50,000 | SEC filing |
| 2024-01-09 | Abdou Sherif · Chief Executive Officer | Class A Common Stock | J — Other acquisition or disposition | +483,868 | SEC filing |
| 2024-01-09 | Bacchus Amir · Chief Medical Officer | Class A Common Stock | J — Other acquisition or disposition | +287,118 | SEC filing |
Showing 3 of 3 rows
These tables describe filed transactions, not current holdings. Prices are shown as filed; a currency is added only when the filing's data names one. Amended and possible duplicate rows are left out of size comparisons and transaction groups.