Skip to content
Disclosery

4WEALTH ADVISORS, INC.: PPI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of 4WEALTH ADVISORS, INC. on PPI, newest first. How the timeline and the estimate are built.

4WEALTH ADVISORS, INC. held 75,563 PPI shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 75,563 shares
    Change vs previous 13F +3,282 shares

    1.05% of the 13F portfolio, value $1,521,864.

    13F-HR 0001941040-26-000721 filed by 4WEALTH ADVISORS, INC.
    Accepted , ingested

  2. period ended2026-06-30
    13F 72,281 shares
    Change vs previous 13F +3,082 shares

    1.17% of the 13F portfolio, value $1,530,347.

    13F-HR 0001941040-26-000425 filed by 4WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 69,199 shares
    Change vs previous 13F +17,826 shares

    1.21% of the 13F portfolio, value $1,410,809.

    13F-HR 0001941040-26-000269 filed by 4WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 51,373 shares
    Change vs previous 13F +22,348 shares

    0.83% of the 13F portfolio, value $956,887.

    13F-HR 0001941040-26-000036 filed by 4WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 29,025 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $531,892.

    13F-HR 0001941040-25-000575 filed by 4WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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