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Disclosery

Pasadena Private Wealth, LLC: COM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Pasadena Private Wealth, LLC on COM, newest first. How the timeline and the estimate are built.

Pasadena Private Wealth, LLC held 265,233 COM shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 265,233 shares
    Change vs previous 13F -92,084 shares

    1.11% of the 13F portfolio, value $8,646,583.

    13F-HR 0002073679-26-000083 filed by Pasadena Private Wealth, 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 357,317 shares
    Change vs previous 13F +52,895 shares

    1.66% of the 13F portfolio, value $11,995,121.

    13F-HR 0002073679-26-000047 filed by Pasadena Private Wealth, 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 304,422 shares
    Change vs previous 13F +47,592 shares

    1.23% of the 13F portfolio, value $9,004,769.

    13F-HR 0002073679-26-000020 filed by Pasadena Private Wealth, 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 256,830 shares
    Change vs previous 13F +55,598 shares

    1.06% of the 13F portfolio, value $7,379,219.

    13F-HR 0001760578-25-000008 filed by Pasadena Private Wealth, 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 201,232 shares
    Change vs previous 13F +26,560 shares

    0.95% of the 13F portfolio, value $5,566,086.

    13F-HR 0001760578-25-000004 filed by Pasadena Private Wealth, 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 174,672 shares
    Change vs previous 13F -357,388 shares

    0.99% of the 13F portfolio, value $5,124,870.

    13F-HR 0001760578-25-000003 filed by Pasadena Private Wealth, 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 532,060 shares
    Change vs previous 13F +32,490 shares

    3.1% of the 13F portfolio, value $15,067,933.

    13F-HR 0001760578-25-000002 filed by Pasadena Private Wealth, LLC
    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 499,570 shares
    Change vs previous 13F not available

    3.06% of the 13F portfolio, value $14,357,653.

    13F-HR 0001760578-24-000002 filed by Pasadena Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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