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McNaughton Wealth Management, LLC: PWZ position timeline

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

McNaughton Wealth Management, LLC held 49,371 PWZ 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 49,371 shares
    Change vs previous 13F -13,933 shares

    0.38% of the 13F portfolio, value $1,101,467.

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

  2. period ended2026-06-30
    13F 63,304 shares
    Change vs previous 13F -6,566 shares

    0.55% of the 13F portfolio, value $1,551,581.

    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 69,870 shares
    Change vs previous 13F -5,990 shares

    0.69% of the 13F portfolio, value $1,667,797.

    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 75,860 shares
    Change vs previous 13F -3,222 shares

    0.75% of the 13F portfolio, value $1,832,778.

    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 79,082 shares
    Change vs previous 13F -5,494 shares

    0.8% of the 13F portfolio, value $1,891,641.

    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).

  6. period ended2025-06-30
    13F 84,576 shares
    Change vs previous 13F +17,634 shares

    0.88% of the 13F portfolio, value $1,974,004.

    13F-HR 0001085146-25-004023 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).

  7. period ended2025-03-31
    13F 66,942 shares
    Change vs previous 13F -25,222 shares

    0.77% of the 13F portfolio, value $1,596,567.

    13F-HR 0001085146-25-001950 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).

  8. period ended2024-12-31
    13F 92,164 shares
    Change vs previous 13F not available

    1.1% of the 13F portfolio, value $2,276,451.

    13F-HR 0001085146-25-000158 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).