Skip to content
Disclosery

Elwood & Goetz Wealth Advisory Group, LLC: PBW position timeline

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

Elwood & Goetz Wealth Advisory Group, LLC held 11,969 PBW shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,969 shares
    Change vs previous 13F -876 shares

    0.07% of the 13F portfolio, value $466,924.

    13F-HR 0001752758-26-000006 filed by Elwood & Goetz Wealth Advisory 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 12,845 shares
    Change vs previous 13F -522 shares

    0.07% of the 13F portfolio, value $405,656.

    13F-HR 0001752758-26-000003 filed by Elwood & Goetz Wealth Advisory 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 13,367 shares
    Change vs previous 13F -3,672 shares

    0.07% of the 13F portfolio, value $408,239.

    13F-HR 0001752758-26-000001 filed by Elwood & Goetz Wealth Advisory 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 17,039 shares
    Change vs previous 13F -277 shares

    0.09% of the 13F portfolio, value $492,081.

    13F-HR 0001752758-25-000003 filed by Elwood & Goetz Wealth Advisory 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 17,316 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $344,931.

    13F-HR 0001085146-25-003958 filed by Elwood & Goetz Wealth Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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