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LongView Wealth Management: PFD position timeline

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

LongView Wealth Management held 15,305 PFD shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,305 shares
    Change vs previous 13F -2,365 shares

    0.05% of the 13F portfolio, value $177,997.

    13F-HR 0001990190-26-000003 filed by LongView Wealth Management
    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 17,670 shares
    Change vs previous 13F -2,780 shares

    0.05% of the 13F portfolio, value $203,205.

    13F-HR 0001990190-26-000002 filed by LongView Wealth Management
    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 20,450 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $243,151.

    13F-HR 0001990190-26-000001 filed by LongView Wealth Management
    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 20,450 shares
    Change vs previous 13F -2,330 shares

    0.07% of the 13F portfolio, value $245,809.

    13F-HR 0001990190-25-000008 filed by LongView Wealth Management
    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 22,780 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $257,642.

    13F-HR 0001990190-25-000004 filed by LongView Wealth Management
    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 22,780 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $255,592.

    13F-HR 0001990190-25-000003 filed by LongView Wealth Management
    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 22,780 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $256,047.

    13F-HR 0001990190-25-000001 filed by LongView Wealth Management
    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 22,780 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $272,221.

    13F-HR 0001990190-24-000005 filed by LongView Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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