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ACT WEALTH MANAGEMENT, LLC: PWB position timeline

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

ACT WEALTH MANAGEMENT, LLC held 195,922 PWB shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 195,922 shares
    Change vs previous 13F -19,300 shares

    9.34% of the 13F portfolio, value $31,768,699.

    13F-HR 0001754960-26-000829 filed by ACT WEALTH MANAGEMENT, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 215,222 shares
    Change vs previous 13F +3,001 shares

    10.65% of the 13F portfolio, value $36,256,298.

    13F-HR 0001754960-26-000416 filed by ACT 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 ended2026-03-31
    13F 212,221 shares
    Change vs previous 13F +4,149 shares

    8.97% of the 13F portfolio, value $26,724,991.

    13F-HR 0001754960-26-000255 filed by ACT 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 ended2025-12-31
    13F 208,072 shares
    Change vs previous 13F +13,442 shares

    8.65% of the 13F portfolio, value $26,448,032.

    13F-HR 0001754960-26-000076 filed by ACT 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 ended2025-09-30
    13F 194,630 shares
    Change vs previous 13F not available

    8.56% of the 13F portfolio, value $24,410,495.

    13F-HR 0001754960-25-000631 filed by ACT WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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