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Pacific Wealth Strategies Group, Inc.: RIET position timeline

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

Pacific Wealth Strategies Group, Inc. held 25,592 RIET 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 25,592 shares
    Change vs previous 13F -31,147 shares

    0.14% of the 13F portfolio, value $249,522.

    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 56,739 shares
    Change vs previous 13F -1,000 shares

    0.32% of the 13F portfolio, value $510,084.

    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 57,739 shares
    Change vs previous 13F -17,237 shares

    0.3% of the 13F portfolio, value $536,470.

    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 74,976 shares
    Change vs previous 13F -132 shares

    0.44% of the 13F portfolio, value $722,229.

    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 75,108 shares
    Change vs previous 13F +5,132 shares

    0.46% of the 13F portfolio, value $703,011.

    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 69,976 shares
    Change vs previous 13F +5,075 shares

    0.52% of the 13F portfolio, value $701,859.

    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 64,901 shares
    Change vs previous 13F +25,335 shares

    0.46% of the 13F portfolio, value $654,851.

    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 39,566 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $445,118.

    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).