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Pacific Wealth Strategies Group, Inc.: XLK position timeline

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

Pacific Wealth Strategies Group, Inc. held 3,836 XLK 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 3,836 shares
    Change vs previous 13F -2,902 shares

    0.42% of the 13F portfolio, value $730,835.

    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 6,738 shares
    Change vs previous 13F 0 shares

    0.56% of the 13F portfolio, value $895,480.

    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 6,738 shares
    Change vs previous 13F +3,369 shares

    0.55% of the 13F portfolio, value $970,070.

    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 3,369 shares
    Change vs previous 13F -500 shares

    0.58% of the 13F portfolio, value $949,586.

    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 3,869 shares
    Change vs previous 13F 0 shares

    0.67% of the 13F portfolio, value $1,016,541.

    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 3,869 shares
    Change vs previous 13F 0 shares

    0.59% of the 13F portfolio, value $798,871.

    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 3,869 shares
    Change vs previous 13F 0 shares

    0.63% of the 13F portfolio, value $899,620.

    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 3,869 shares
    Change vs previous 13F not available

    0.65% of the 13F portfolio, value $873,465.

    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).