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MLG Wealth Management DBA Pine Grove Financial Group: OEF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MLG Wealth Management DBA Pine Grove Financial Group on OEF, newest first. How the timeline and the estimate are built.

MLG Wealth Management DBA Pine Grove Financial Group held 12,142 OEF shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 12,142 shares
    Change vs previous 13F -530 shares

    0.45% of the 13F portfolio, value $4,639,230.

    13F-HR 0001754960-26-000847 filed by MLG Wealth Management DBA Pine Grove Financial Group
    Accepted , ingested

  2. period ended2026-06-30
    13F 12,672 shares
    Change vs previous 13F -288 shares

    0.47% of the 13F portfolio, value $4,635,219.

    13F-HR 0001754960-26-000790 filed by MLG Wealth Management DBA Pine Grove Financial Group
    Accepted , ingested

  3. period ended2026-03-31
    13F 12,960 shares
    Change vs previous 13F -50,975 shares

    0.48% of the 13F portfolio, value $4,122,196.

    13F-HR 0001754960-26-000789 filed by MLG Wealth Management DBA Pine Grove Financial Group
    Accepted , ingested

  4. period ended2025-12-31
    13F 63,935 shares
    Change vs previous 13F not available

    2.65% of the 13F portfolio, value $21,927,793.

    13F-HR 0001754960-26-000782 filed by MLG Wealth Management DBA Pine Grove Financial Group
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec ยง4.2).