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Pasadena Private Wealth, LLC: PFFA position timeline

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

Pasadena Private Wealth, LLC held 55,876 PFFA 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 55,876 shares
    Change vs previous 13F +24,741 shares

    0.15% of the 13F portfolio, value $1,149,367.

    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 31,135 shares
    Change vs previous 13F -4,741 shares

    0.09% of the 13F portfolio, value $633,917.

    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 35,876 shares
    Change vs previous 13F -2,614 shares

    0.11% of the 13F portfolio, value $773,127.

    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 38,490 shares
    Change vs previous 13F -3,120 shares

    0.12% of the 13F portfolio, value $835,622.

    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 41,610 shares
    Change vs previous 13F -6,678 shares

    0.15% of the 13F portfolio, value $866,735.

    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 48,288 shares
    Change vs previous 13F -1,724 shares

    0.2% of the 13F portfolio, value $1,024,188.

    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 50,012 shares
    Change vs previous 13F -879 shares

    0.23% of the 13F portfolio, value $1,095,268.

    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 50,891 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $1,161,833.

    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).