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Koa Wealth Management, LLC: PAVE position timeline

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

Koa Wealth Management, LLC held 29,996 PAVE shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 29,996 shares
    Change vs previous 13F -848 shares

    1.2% of the 13F portfolio, value $1,767,364.

    13F-HR 0001172661-26-002703 filed by Koa 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 30,844 shares
    Change vs previous 13F -1,793 shares

    1.13% of the 13F portfolio, value $1,567,184.

    13F-HR 0001172661-26-001567 filed by Koa 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 32,637 shares
    Change vs previous 13F -1,399 shares

    1.07% of the 13F portfolio, value $1,559,722.

    13F-HR 0001172661-26-000393 filed by Koa 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 34,036 shares
    Change vs previous 13F -1,647 shares

    1.2% of the 13F portfolio, value $1,621,135.

    13F-HR 0001172661-25-004446 filed by Koa 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 35,683 shares
    Change vs previous 13F -228 shares

    1.24% of the 13F portfolio, value $1,555,065.

    13F-HR 0001172661-25-002749 filed by Koa 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 35,911 shares
    Change vs previous 13F +3,156 shares

    1.09% of the 13F portfolio, value $1,354,922.

    13F-HR 0001172661-25-001663 filed by Koa 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 32,755 shares
    Change vs previous 13F -2,968 shares

    1.08% of the 13F portfolio, value $1,323,630.

    13F-HR 0001172661-25-000327 filed by Koa 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 35,723 shares
    Change vs previous 13F not available

    1.14% of the 13F portfolio, value $1,470,359.

    13F-HR 0001172661-24-004482 filed by Koa Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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