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Pasadena Private Wealth, LLC: O position timeline

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

Pasadena Private Wealth, LLC held 50,665 O 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 50,665 shares
    Change vs previous 13F -3,193 shares

    0.4% of the 13F portfolio, value $3,139,210.

    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 53,858 shares
    Change vs previous 13F +4,973 shares

    0.46% of the 13F portfolio, value $3,295,051.

    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 48,885 shares
    Change vs previous 13F +36,584 shares

    0.38% of the 13F portfolio, value $2,755,644.

    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 12,301 shares
    Change vs previous 13F -6,457 shares

    0.11% of the 13F portfolio, value $747,790.

    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 18,758 shares
    Change vs previous 13F +6,494 shares

    0.19% of the 13F portfolio, value $1,080,636.

    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 12,264 shares
    Change vs previous 13F -8,551 shares

    0.14% of the 13F portfolio, value $711,451.

    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 20,815 shares
    Change vs previous 13F +4,578 shares

    0.23% of the 13F portfolio, value $1,111,739.

    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 16,237 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $1,029,732.

    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).