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Pasadena Private Wealth, LLC: USFR position timeline

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

Pasadena Private Wealth, LLC held 74,330 USFR 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 74,330 shares
    Change vs previous 13F +16,783 shares

    0.48% of the 13F portfolio, value $3,742,524.

    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 57,547 shares
    Change vs previous 13F +24,362 shares

    0.4% of the 13F portfolio, value $2,896,893.

    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 33,185 shares
    Change vs previous 13F -15,997 shares

    0.23% of the 13F portfolio, value $1,669,883.

    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 49,182 shares
    Change vs previous 13F +3,769 shares

    0.36% of the 13F portfolio, value $2,472,402.

    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 45,413 shares
    Change vs previous 13F +1,381 shares

    0.39% of the 13F portfolio, value $2,284,738.

    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 44,032 shares
    Change vs previous 13F -12,930 shares

    0.43% of the 13F portfolio, value $2,216,110.

    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 56,962 shares
    Change vs previous 13F -59,893 shares

    0.59% of the 13F portfolio, value $2,866,319.

    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 116,855 shares
    Change vs previous 13F not available

    1.25% of the 13F portfolio, value $5,868,446.

    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).