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McNaughton Wealth Management, LLC: PPA position timeline

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

McNaughton Wealth Management, LLC held 27,908 PPA shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 27,908 shares
    Change vs previous 13F -1,030 shares

    1.51% of the 13F portfolio, value $4,315,201.

    13F-HR 0001085146-26-000835 filed by McNaughton Wealth Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 28,938 shares
    Change vs previous 13F +4,145 shares

    1.82% of the 13F portfolio, value $5,111,956.

    13F-HR 0001802691-26-000004 filed by McNaughton 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 ended2026-03-31
    13F 24,793 shares
    Change vs previous 13F +7,760 shares

    1.7% of the 13F portfolio, value $4,108,220.

    13F-HR 0001802691-26-000002 filed by McNaughton 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 ended2025-12-31
    13F 17,033 shares
    Change vs previous 13F +2,023 shares

    1.1% of the 13F portfolio, value $2,667,889.

    13F-HR 0001802691-26-000001 filed by McNaughton 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 ended2025-09-30
    13F 15,010 shares
    Change vs previous 13F not available

    0.98% of the 13F portfolio, value $2,333,315.

    13F-HR 0001085146-25-005827 filed by McNaughton Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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