49 WEALTH MANAGEMENT, LLC: PCHI position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of 49 WEALTH MANAGEMENT, LLC on PCHI, newest first. How the timeline and the estimate are built.
49 WEALTH MANAGEMENT, LLC held 102,524 PCHI shares at 2026-06-30 per its 13F-HR/A filed 2026-08-18.
the latest 13F is the newest step
- period ended2026-06-3013F/A 102,524 sharesChange vs previous 13F -462,074 shares
0.48% of the 13F portfolio, value $2,497,485.
13F-HR/A 0001104659-26-098355 filed by 49 WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 564,598 sharesChange vs previous 13F +10,073 shares
1.03% of the 13F portfolio, value $13,759,242.
13F-HR 0001104659-26-059918 filed by 49 WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 554,525 sharesChange vs previous 13F +6,335 shares
1.13% of the 13F portfolio, value $13,858,737.
13F-HR 0001104659-26-010120 filed by 49 WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 548,190 sharesChange vs previous 13F +10,697 shares
1.31% of the 13F portfolio, value $13,924,015.
13F-HR 0001104659-25-109943 filed by 49 WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 537,493 sharesChange vs previous 13F not available
1.46% of the 13F portfolio, value $13,759,810.
13F-HR 0001104659-25-075156 filed by 49 WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).