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Pacific Wealth Strategies Group, Inc.: FNDX position timeline

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

Pacific Wealth Strategies Group, Inc. held 0 FNDX shares at 2025-12-31 per its 13F-HR filed 2026-02-09.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -13,692 shares

    13F-HR 0001766571-26-000002 filed by Pacific Wealth Strategies Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-09-30
    13F 13,692 shares
    Change vs previous 13F -294 shares

    0.22% of the 13F portfolio, value $360,100.

    13F-HR 0001766571-25-000008 filed by Pacific Wealth Strategies Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F 13,986 shares
    Change vs previous 13F -252,436 shares

    0.23% of the 13F portfolio, value $345,594.

    13F-HR 0001766571-25-000006 filed by Pacific Wealth Strategies Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 266,422 shares
    Change vs previous 13F +3,038 shares

    4.67% of the 13F portfolio, value $6,290,223.

    13F-HR 0001766571-25-000003 filed by Pacific Wealth Strategies Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F 263,384 shares
    Change vs previous 13F +176,877 shares

    4.34% of the 13F portfolio, value $6,236,933.

    13F-HR 0001766571-25-000002 filed by Pacific Wealth Strategies Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-09-30
    13F 86,507 shares
    Change vs previous 13F not available

    4.6% of the 13F portfolio, value $6,207,742.

    13F-HR 0001766571-24-000007 filed by Pacific Wealth Strategies Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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