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Pasadena Private Wealth, LLC: GPIX position timeline

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

Pasadena Private Wealth, LLC held 12,201 GPIX 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 12,201 shares
    Change vs previous 13F +630 shares

    0.09% of the 13F portfolio, value $678,026.

    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 11,571 shares
    Change vs previous 13F +700 shares

    0.08% of the 13F portfolio, value $579,013.

    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 10,871 shares
    Change vs previous 13F +200 shares

    0.08% of the 13F portfolio, value $573,989.

    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 10,671 shares
    Change vs previous 13F +3,206 shares

    0.08% of the 13F portfolio, value $557,346.

    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 7,465 shares
    Change vs previous 13F +850 shares

    0.06% of the 13F portfolio, value $371,906.

    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 6,615 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $308,325.

    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).