Skip to content
Disclosery

49 WEALTH MANAGEMENT, LLC: PM position timeline

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

49 WEALTH MANAGEMENT, LLC held 4,199 PM 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 4,199 shares
    Change vs previous 13F -4,885 shares

    0.14% of the 13F portfolio, value $759,639.

    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 9,084 shares
    Change vs previous 13F +1,201 shares

    0.11% of the 13F portfolio, value $1,501,882.

    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 7,883 shares
    Change vs previous 13F +795 shares

    0.1% of the 13F portfolio, value $1,264,460.

    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 7,088 shares
    Change vs previous 13F +890 shares

    0.11% of the 13F portfolio, value $1,149,752.

    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 6,198 shares
    Change vs previous 13F +864 shares

    0.12% of the 13F portfolio, value $1,128,803.

    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).

  6. period ended2025-03-31
    13F 5,334 shares
    Change vs previous 13F +2,354 shares

    0.1% of the 13F portfolio, value $846,665.

    13F-HR 0001104659-25-041965 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).

  7. period ended2024-12-31
    13F 2,980 shares
    Change vs previous 13F +548 shares

    0.05% of the 13F portfolio, value $358,643.

    13F-HR 0001104659-25-014408 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).

  8. period ended2024-09-30
    13F 2,432 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $295,245.

    13F-HR 0001104659-24-116419 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).