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Pacific Wealth Strategies Group, Inc.: XCHYX position timeline

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

Pacific Wealth Strategies Group, Inc. held 441,823 XCHYX 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 441,823 shares
    Change vs previous 13F -104,406 shares

    3.46% of the 13F portfolio, value $6,017,629.

    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 546,229 shares
    Change vs previous 13F -33,873 shares

    3.71% of the 13F portfolio, value $5,948,434.

    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 580,102 shares
    Change vs previous 13F -56,450 shares

    3.71% of the 13F portfolio, value $6,560,954.

    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 636,552 shares
    Change vs previous 13F -3,919 shares

    4.38% of the 13F portfolio, value $7,142,113.

    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 640,471 shares
    Change vs previous 13F -73,370 shares

    4.6% of the 13F portfolio, value $7,019,562.

    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 713,841 shares
    Change vs previous 13F -12,268 shares

    5.36% of the 13F portfolio, value $7,209,794.

    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 726,109 shares
    Change vs previous 13F +19,677 shares

    6.13% of the 13F portfolio, value $8,814,963.

    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 706,432 shares
    Change vs previous 13F not available

    6.25% of the 13F portfolio, value $8,427,734.

    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).