Skip to content
Disclosery

Pacific Excel Wealth Advisors, Inc.: IBMS position timeline

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

Pacific Excel Wealth Advisors, Inc. held 10,900 IBMS shares at 2026-06-30 per its 13F-HR filed 2026-07-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,900 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $281,983.

    13F-HR 0002110884-26-000004 filed by Pacific Excel Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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