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Disclosery

Monterey Private Wealth, Inc.: PCG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Monterey Private Wealth, Inc. on PCG, newest first. How the timeline and the estimate are built.

Monterey Private Wealth, Inc. held 26,331 PCG shares at 2025-03-31 per its 13F-HR filed 2025-05-14.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 26,331 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $452,367.

    13F-HR 0001839826-25-000003 filed by Monterey Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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