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Pasadena Private Wealth, LLC: PFFR position timeline

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

Pasadena Private Wealth, LLC held 44,414 PFFR 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 44,414 shares
    Change vs previous 13F -14,747 shares

    0.1% of the 13F portfolio, value $772,807.

    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 59,161 shares
    Change vs previous 13F -6,679 shares

    0.14% of the 13F portfolio, value $1,021,121.

    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 65,840 shares
    Change vs previous 13F -4,293 shares

    0.16% of the 13F portfolio, value $1,186,436.

    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 70,133 shares
    Change vs previous 13F -406 shares

    0.19% of the 13F portfolio, value $1,311,493.

    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 70,539 shares
    Change vs previous 13F -474 shares

    0.22% of the 13F portfolio, value $1,263,079.

    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 71,013 shares
    Change vs previous 13F -5,871 shares

    0.25% of the 13F portfolio, value $1,286,756.

    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 76,884 shares
    Change vs previous 13F +1,368 shares

    0.29% of the 13F portfolio, value $1,422,345.

    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 75,516 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $1,495,214.

    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).