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Pacific Wealth Strategies Group, Inc.: PKW position timeline

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

Pacific Wealth Strategies Group, Inc. held 17,415 PKW shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,415 shares
    Change vs previous 13F -3,081 shares

    1.42% of the 13F portfolio, value $2,467,009.

    13F-HR 0001766571-26-000004 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).

  2. period ended2026-03-31
    13F 20,496 shares
    Change vs previous 13F -756 shares

    1.68% of the 13F portfolio, value $2,690,084.

    13F-HR 0001766571-26-000003 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).

  3. period ended2025-12-31
    13F 21,252 shares
    Change vs previous 13F -58,045 shares

    1.62% of the 13F portfolio, value $2,854,575.

    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).

  4. period ended2025-09-30
    13F 79,297 shares
    Change vs previous 13F -2,350 shares

    6.44% of the 13F portfolio, value $10,505,267.

    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).

  5. period ended2025-06-30
    13F 81,647 shares
    Change vs previous 13F -33,127 shares

    6.69% of the 13F portfolio, value $10,203,352.

    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).

  6. period ended2025-03-31
    13F 114,774 shares
    Change vs previous 13F +355 shares

    9.61% of the 13F portfolio, value $12,931,013.

    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).

  7. period ended2024-12-31
    13F 114,419 shares
    Change vs previous 13F +260 shares

    9.16% of the 13F portfolio, value $13,173,059.

    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).

  8. period ended2024-09-30
    13F 114,159 shares
    Change vs previous 13F not available

    9.69% of the 13F portfolio, value $13,073,489.

    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).