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INSTRUMENTAL WEALTH, LLC: PFF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of INSTRUMENTAL WEALTH, LLC on PFF, newest first. How the timeline and the estimate are built.

INSTRUMENTAL WEALTH, LLC held 14,037 PFF shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,037 shares
    Change vs previous 13F +27 shares

    0.22% of the 13F portfolio, value $427,994.

    13F-HR 0001976010-26-000008 filed by INSTRUMENTAL WEALTH, 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 14,010 shares
    Change vs previous 13F +127 shares

    0.26% of the 13F portfolio, value $424,786.

    13F-HR 0001976010-26-000004 filed by INSTRUMENTAL WEALTH, 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 13,883 shares
    Change vs previous 13F +286 shares

    0.26% of the 13F portfolio, value $439,129.

    13F-HR 0001976010-26-000002 filed by INSTRUMENTAL WEALTH, 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 13,597 shares
    Change vs previous 13F +4,485 shares

    0.3% of the 13F portfolio, value $425,736.

    13F-HR 0001976010-25-000009 filed by INSTRUMENTAL WEALTH, 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 9,112 shares
    Change vs previous 13F +117 shares

    0.22% of the 13F portfolio, value $281,937.

    13F-HR 0001976010-25-000005 filed by INSTRUMENTAL WEALTH, 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 8,995 shares
    Change vs previous 13F +170 shares

    0.25% of the 13F portfolio, value $271,906.

    13F-HR 0001976010-25-000003 filed by INSTRUMENTAL WEALTH, 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 8,825 shares
    Change vs previous 13F -39 shares

    0.26% of the 13F portfolio, value $279,148.

    13F-HR 0001976010-25-000001 filed by INSTRUMENTAL WEALTH, 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 8,864 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $295,798.

    13F-HR 0001976010-24-000011 filed by INSTRUMENTAL WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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