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
- period ended2026-09-3013F 195,922 sharesChange 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 - period ended2026-06-3013F 215,222 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 212,221 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 208,072 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 194,630 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).