Skip to content
Disclosery

Koa Wealth Management, LLC: PSMT position timeline

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

Koa Wealth Management, LLC held 7,305 PSMT 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 7,305 shares
    Change vs previous 13F -126 shares

    0.97% of the 13F portfolio, value $1,427,028.

    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 7,431 shares
    Change vs previous 13F -199 shares

    0.81% of the 13F portfolio, value $1,118,419.

    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 7,630 shares
    Change vs previous 13F not available

    0.64% of the 13F portfolio, value $936,015.

    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).