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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

  1. period ended2026-06-30
    13F/A 102,524 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 564,598 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 554,525 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 548,190 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 537,493 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).