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Disclosery

Koa Wealth Management, LLC: PCT position timeline

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

Koa Wealth Management, LLC held 15,725 PCT 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 15,725 shares
    Change vs previous 13F +1,900 shares

    0.09% of the 13F portfolio, value $127,530.

    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 13,825 shares
    Change vs previous 13F +3,525 shares

    0.05% of the 13F portfolio, value $71,752.

    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 10,300 shares
    Change vs previous 13F +10,300 shares

    0.06% of the 13F portfolio, value $88,477.

    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 ended2024-09-30
    13F 0 shares
    Change vs previous 13F not available

    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).

    Exited: the 13F for this period no longer lists the position.