Skip to content
Disclosery

Crown Wealth Group, LLC: PL position timeline

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

Crown Wealth Group, LLC held 17,358 PL 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 17,358 shares
    Change vs previous 13F -1,350 shares

    0.15% of the 13F portfolio, value $575,071.

    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 18,708 shares
    Change vs previous 13F -4,550 shares

    0.15% of the 13F portfolio, value $522,889.

    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 23,258 shares
    Change vs previous 13F +3,110 shares

    0.13% of the 13F portfolio, value $458,648.

    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 20,148 shares
    Change vs previous 13F -1,138 shares

    0.08% of the 13F portfolio, value $261,521.

    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 21,286 shares
    Change vs previous 13F -9,714 shares

    0.05% of the 13F portfolio, value $129,845.

    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 31,000 shares
    Change vs previous 13F +11,700 shares

    0.05% of the 13F portfolio, value $104,780.

    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 19,300 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $77,972.

    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).