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Future Financial Wealth Managment LLC: PCEF position timeline

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

Future Financial Wealth Managment LLC held 42,137 PCEF shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 42,137 shares
    Change vs previous 13F -3,805 shares

    0.52% of the 13F portfolio, value $839,369.

    13F-HR 0001801892-26-000003 filed by Future Financial Wealth Managment 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 45,942 shares
    Change vs previous 13F -212 shares

    0.59% of the 13F portfolio, value $909,652.

    13F-HR 0001801892-26-000002 filed by Future Financial Wealth Managment 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 46,154 shares
    Change vs previous 13F -11,345 shares

    0.62% of the 13F portfolio, value $915,234.

    13F-HR 0001801892-26-000001 filed by Future Financial Wealth Managment 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 57,499 shares
    Change vs previous 13F +2,150 shares

    0.72% of the 13F portfolio, value $1,148,255.

    13F-HR 0001801892-25-000005 filed by Future Financial Wealth Managment 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 55,349 shares
    Change vs previous 13F +1,007 shares

    0.74% of the 13F portfolio, value $1,081,519.

    13F-HR 0001801892-25-000004 filed by Future Financial Wealth Managment 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 54,342 shares
    Change vs previous 13F -4,880 shares

    0.75% of the 13F portfolio, value $1,024,347.

    13F-HR 0001801892-25-000002 filed by Future Financial Wealth Managment 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 59,222 shares
    Change vs previous 13F -11,784 shares

    0.83% of the 13F portfolio, value $1,134,694.

    13F-HR 0001801892-25-000001 filed by Future Financial Wealth Managment 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 71,006 shares
    Change vs previous 13F not available

    1% of the 13F portfolio, value $1,399,528.

    13F-HR 0001801892-24-000005 filed by Future Financial Wealth Managment LLC
    Filed (acceptance time not in the bulk data set), ingested

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