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49 WEALTH MANAGEMENT, LLC: PFDE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of 49 WEALTH MANAGEMENT, LLC on PFDE, newest first. How the timeline and the estimate are built.

49 WEALTH MANAGEMENT, LLC held 367,969 PFDE 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 367,969 shares
    Change vs previous 13F -3,811,608 shares

    1.96% of the 13F portfolio, value $10,263,242.

    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 4,179,577 shares
    Change vs previous 13F +4,024,115 shares

    7.36% of the 13F portfolio, value $98,324,550.

    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 155,462 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $3,874,269.

    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).