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Activest Wealth Management: PREF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Activest Wealth Management on PREF, newest first. How the timeline and the estimate are built.

Activest Wealth Management held 32,243 PREF shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 32,243 shares
    Change vs previous 13F +5,330 shares

    0.12% of the 13F portfolio, value $614,555.

    13F-HR 0001883134-26-000003 filed by Activest Wealth Management
    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 26,913 shares
    Change vs previous 13F -5,560 shares

    0.09% of the 13F portfolio, value $506,511.

    13F-HR 0001883134-26-000002 filed by Activest Wealth Management
    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 32,473 shares
    Change vs previous 13F +167 shares

    0.12% of the 13F portfolio, value $619,256.

    13F-HR 0001883134-26-000001 filed by Activest Wealth Management
    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 32,306 shares
    Change vs previous 13F -7,168 shares

    0.13% of the 13F portfolio, value $618,335.

    13F-HR 0001883134-25-000008 filed by Activest Wealth Management
    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 39,474 shares
    Change vs previous 13F -81 shares

    0.18% of the 13F portfolio, value $748,826.

    13F-HR 0001883134-25-000005 filed by Activest Wealth Management
    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 39,555 shares
    Change vs previous 13F -16,007 shares

    0.2% of the 13F portfolio, value $739,675.

    13F-HR 0001883134-25-000004 filed by Activest Wealth Management
    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 55,562 shares
    Change vs previous 13F +394 shares

    0.29% of the 13F portfolio, value $1,034,009.

    13F-HR 0001883134-25-000001 filed by Activest Wealth Management
    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 55,168 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $1,037,719.

    13F-HR 0001879757-24-000010 filed by Activest Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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