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Pasadena Private Wealth, LLC: PSLV position timeline

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

Pasadena Private Wealth, LLC held 141,531 PSLV 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 141,531 shares
    Change vs previous 13F +4,503 shares

    0.34% of the 13F portfolio, value $2,670,690.

    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 137,028 shares
    Change vs previous 13F -265,900 shares

    0.46% of the 13F portfolio, value $3,342,117.

    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 402,928 shares
    Change vs previous 13F -142,039 shares

    1.3% of the 13F portfolio, value $9,529,247.

    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 544,967 shares
    Change vs previous 13F +71,040 shares

    1.23% of the 13F portfolio, value $8,555,982.

    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 473,927 shares
    Change vs previous 13F -41,986 shares

    0.99% of the 13F portfolio, value $5,800,867.

    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 515,913 shares
    Change vs previous 13F +14,466 shares

    1.15% of the 13F portfolio, value $5,984,591.

    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 501,447 shares
    Change vs previous 13F +99,481 shares

    0.99% of the 13F portfolio, value $4,838,964.

    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 401,966 shares
    Change vs previous 13F not available

    0.89% of the 13F portfolio, value $4,200,545.

    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).