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Disclosery

NESTEGG ADVISORS, INC.: PFM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of NESTEGG ADVISORS, INC. on PFM, newest first. How the timeline and the estimate are built.

NESTEGG ADVISORS, INC. held 49,277 PFM shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 49,277 shares
    Change vs previous 13F -298 shares

    1.93% of the 13F portfolio, value $2,732,609.

    13F-HR 0001951757-26-001004 filed by NESTEGG ADVISORS, INC.
    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 49,575 shares
    Change vs previous 13F +74 shares

    2.22% of the 13F portfolio, value $2,532,858.

    13F-HR 0001951757-26-000536 filed by NESTEGG ADVISORS, INC.
    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 49,501 shares
    Change vs previous 13F -6 shares

    2.18% of the 13F portfolio, value $2,549,520.

    13F-HR 0001951757-26-000255 filed by NESTEGG ADVISORS, INC.
    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 49,507 shares
    Change vs previous 13F -1,818 shares

    2.23% of the 13F portfolio, value $2,512,113.

    13F-HR 0001951757-25-001190 filed by NESTEGG ADVISORS, INC.
    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 51,325 shares
    Change vs previous 13F -739 shares

    2.38% of the 13F portfolio, value $2,472,344.

    13F-HR 0001951757-25-000978 filed by NESTEGG ADVISORS, INC.
    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 52,064 shares
    Change vs previous 13F +1,157 shares

    2.53% of the 13F portfolio, value $2,383,485.

    13F-HR 0001951757-25-000559 filed by NESTEGG ADVISORS, INC.
    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 50,907 shares
    Change vs previous 13F not available

    2.44% of the 13F portfolio, value $2,415,008.

    13F-HR 0001951757-25-000284 filed by NESTEGG ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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