Skip to content
Disclosery

4WEALTH ADVISORS, INC.: PULS position timeline

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

4WEALTH ADVISORS, INC. held 45,574 PULS 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 45,574 shares
    Change vs previous 13F +4,426 shares

    1.56% of the 13F portfolio, value $2,260,931.

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

  2. period ended2026-06-30
    13F 41,148 shares
    Change vs previous 13F -24 shares

    1.57% of the 13F portfolio, value $2,045,473.

    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 41,172 shares
    Change vs previous 13F +1,870 shares

    1.75% of the 13F portfolio, value $2,044,621.

    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 39,302 shares
    Change vs previous 13F not available

    1.69% of the 13F portfolio, value $1,949,001.

    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).