Pasadena Private Wealth, LLC: DEM position timeline

Pasadena Private Wealth, LLC held 19,215 DEM 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 19,215 shares

   Change vs previous 13F +1,245 shares

   0.13% of the 13F portfolio, value $1,033,575.

   13F-HR 0002073679-26-000083 filed by Pasadena Private Wealth, LLC
   Filed 2026-08-11 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 17,970 shares

   Change vs previous 13F +4,914 shares

   0.12% of the 13F portfolio, value $892,929.

   13F-HR 0002073679-26-000047 filed by Pasadena Private Wealth, LLC
   Filed 2026-04-22 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 13,056 shares

   Change vs previous 13F +4,996 shares

   0.08% of the 13F portfolio, value $609,846.

   13F-HR 0002073679-26-000020 filed by Pasadena Private Wealth, LLC
   Filed 2026-02-10 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 8,060 shares

   Change vs previous 13F -7 shares

   0.05% of the 13F portfolio, value $370,679.

   13F-HR 0001760578-25-000008 filed by Pasadena Private Wealth, LLC
   Filed 2025-10-24 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 8,067 shares

   Change vs previous 13F not available

   0.06% of the 13F portfolio, value $365,354.

   13F-HR 0001760578-25-000004 filed by Pasadena Private Wealth, LLC
   Filed 2025-08-01 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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