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Disclosery

HB Wealth Management, LLC: PCG position timeline

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

HB Wealth Management, LLC held 120,064 PCG shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 120,064 shares
    Change vs previous 13F +17,805 shares

    0.01% of the 13F portfolio, value $2,019,487.

    13F-HR 0001172661-26-002920 filed by HB Wealth Management, 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 102,259 shares
    Change vs previous 13F +41,885 shares

    0.01% of the 13F portfolio, value $1,796,692.

    13F-HR 0001172661-26-001543 filed by HB Wealth Management, 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 60,374 shares
    Change vs previous 13F +22,003 shares

    0.01% of the 13F portfolio, value $970,212.

    13F-HR 0001172661-26-000353 filed by HB Wealth Management, 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 38,371 shares
    Change vs previous 13F +22,224 shares

    <0.01% of the 13F portfolio, value $578,636.

    13F-HR 0001172661-25-004398 filed by HB Wealth Management, 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 16,147 shares
    Change vs previous 13F -8,041 shares

    <0.01% of the 13F portfolio, value $225,089.

    13F-HR 0001172661-25-002644 filed by HB Wealth Management, 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 24,188 shares
    Change vs previous 13F -4,268 shares

    <0.01% of the 13F portfolio, value $415,557.

    13F-HR 0001172661-25-001594 filed by HB Wealth Management, 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 28,456 shares
    Change vs previous 13F +1,187 shares

    0.01% of the 13F portfolio, value $574,249.

    13F-HR 0001172661-25-000193 filed by HB Wealth Management, 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 27,269 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $539,124.

    13F-HR 0001172661-24-004257 filed by HB Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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