Pacific Wealth Strategies Group, Inc.: XNCMX position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Pacific Wealth Strategies Group, Inc. on XNCMX, newest first. How the timeline and the estimate are built.
Pacific Wealth Strategies Group, Inc. held 28,000 XNCMX shares at 2026-06-30 per its 13F-HR filed 2026-07-17.
the latest 13F is the newest step
- period ended2026-06-3013F 28,000 sharesChange vs previous 13F 0 shares
0.2% of the 13F portfolio, value $350,840.
13F-HR 0001766571-26-000004 filed by Pacific Wealth Strategies Group, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 28,000 sharesChange vs previous 13F 0 shares
0.21% of the 13F portfolio, value $333,200.
13F-HR 0001766571-26-000003 filed by Pacific Wealth Strategies Group, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 28,000 sharesChange vs previous 13F 0 shares
0.2% of the 13F portfolio, value $348,320.
13F-HR 0001766571-26-000002 filed by Pacific Wealth Strategies Group, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 28,000 sharesChange vs previous 13F 0 shares
0.22% of the 13F portfolio, value $354,760.
13F-HR 0001766571-25-000008 filed by Pacific Wealth Strategies Group, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 28,000 sharesChange vs previous 13F -2,149 shares
0.21% of the 13F portfolio, value $322,280.
13F-HR 0001766571-25-000006 filed by Pacific Wealth Strategies Group, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 30,149 sharesChange vs previous 13F 0 shares
0.28% of the 13F portfolio, value $379,576.
13F-HR 0001766571-25-000003 filed by Pacific Wealth Strategies Group, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 30,149 sharesChange vs previous 13F 0 shares
0.26% of the 13F portfolio, value $381,083.
13F-HR 0001766571-25-000002 filed by Pacific Wealth Strategies Group, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 30,149 sharesChange vs previous 13F not available
0.3% of the 13F portfolio, value $409,725.
13F-HR 0001766571-24-000007 filed by Pacific Wealth Strategies Group, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).