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PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC: FDS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC on FDS, newest first. How the timeline and the estimate are built.

PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC held 8,514 FDS shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,514 shares
    Change vs previous 13F +13 shares

    0.23% of the 13F portfolio, value $1,958,882.

    13F-HR 0001765380-26-000275 filed by PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC
    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 8,501 shares
    Change vs previous 13F +1,049 shares

    0.24% of the 13F portfolio, value $1,844,598.

    13F-HR 0001765380-26-000142 filed by PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC
    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 7,452 shares
    Change vs previous 13F -3,655 shares

    0.28% of the 13F portfolio, value $2,162,427.

    13F-HR 0001765380-26-000088 filed by PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC
    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 11,107 shares
    Change vs previous 13F +833 shares

    0.42% of the 13F portfolio, value $3,181,988.

    13F-HR 0001765380-25-000460 filed by PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC
    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 10,274 shares
    Change vs previous 13F +60 shares

    0.63% of the 13F portfolio, value $4,595,253.

    13F-HR 0001765380-25-000324 filed by PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC
    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 10,214 shares
    Change vs previous 13F +201 shares

    0.67% of the 13F portfolio, value $4,643,579.

    13F-HR 0001765380-25-000156 filed by PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC
    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 10,013 shares
    Change vs previous 13F not available

    0.69% of the 13F portfolio, value $4,809,164.

    13F-HR 0001765380-25-000132 filed by PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).