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Disclosery

Crown Wealth Group, LLC: PDEC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Crown Wealth Group, LLC on PDEC, newest first. How the timeline and the estimate are built.

Crown Wealth Group, LLC held 4,901 PDEC shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,901 shares
    Change vs previous 13F -182 shares

    0.06% of the 13F portfolio, value $224,907.

    13F-HR 0002085853-26-000791 filed by Crown Wealth Group, LLC
    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 5,083 shares
    Change vs previous 13F -141 shares

    0.06% of the 13F portfolio, value $216,028.

    13F-HR 0002085853-26-000447 filed by Crown Wealth Group, LLC
    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 5,224 shares
    Change vs previous 13F -47,270 shares

    0.06% of the 13F portfolio, value $226,617.

    13F-HR 0002085853-26-000126 filed by Crown Wealth Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 52,494 shares
    Change vs previous 13F +8,325 shares

    0.66% of the 13F portfolio, value $2,205,798.

    13F-HR 0002085853-25-000126 filed by Crown Wealth Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 44,169 shares
    Change vs previous 13F +37,994 shares

    0.66% of the 13F portfolio, value $1,767,202.

    13F-HR 0001667731-25-000836 filed by Crown Wealth Group, LLC
    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 6,175 shares
    Change vs previous 13F -5,670 shares

    0.12% of the 13F portfolio, value $232,180.

    13F-HR 0001667731-25-000523 filed by Crown Wealth Group, LLC
    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 11,845 shares
    Change vs previous 13F -61 shares

    0.19% of the 13F portfolio, value $455,085.

    13F-HR 0001667731-25-000203 filed by Crown Wealth Group, LLC
    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 11,906 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $456,119.

    13F-HR 0001845698-24-000005 filed by Crown Wealth Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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