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Disclosery

M Wealth Management, LLC: PULS position timeline

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

M Wealth Management, LLC held 284,707 PULS shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 284,707 shares
    Change vs previous 13F +2,525 shares

    11.08% of the 13F portfolio, value $14,107,245.

    13F-HR 0001172661-26-002811 filed by M 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 282,182 shares
    Change vs previous 13F -37,045 shares

    11.76% of the 13F portfolio, value $13,968,000.

    13F-HR 0001172661-26-002210 filed by M 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 319,227 shares
    Change vs previous 13F -9,975 shares

    13.78% of the 13F portfolio, value $15,830,489.

    13F-HR 0001172661-26-000383 filed by M 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 329,202 shares
    Change vs previous 13F +8,294 shares

    14.41% of the 13F portfolio, value $16,404,136.

    13F-HR 0001172661-25-004346 filed by M 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 320,908 shares
    Change vs previous 13F -5,342 shares

    14.73% of the 13F portfolio, value $15,968,383.

    13F-HR 0001172661-25-003023 filed by M 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 326,250 shares
    Change vs previous 13F +28,488 shares

    15.12% of the 13F portfolio, value $16,224,413.

    13F-HR 0001172661-25-001922 filed by M 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 297,762 shares
    Change vs previous 13F not available

    13.47% of the 13F portfolio, value $14,754,108.

    13F-HR 0001172661-25-000326 filed by M Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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