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PCA Investment Advisory Services Inc.: PSEP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of PCA Investment Advisory Services Inc. on PSEP, newest first. How the timeline and the estimate are built.

PCA Investment Advisory Services Inc. held 13,401 PSEP shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 13,401 shares
    Change vs previous 13F +2,334 shares

    0.17% of the 13F portfolio, value $627,971.

    13F-HR 0001977044-26-000005 filed by PCA Investment Advisory Services Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 11,067 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $509,635.

    13F-HR 0001977044-26-000004 filed by PCA Investment Advisory Services Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 11,067 shares
    Change vs previous 13F 0 shares

    0.16% of the 13F portfolio, value $476,545.

    13F-HR 0001977044-26-000002 filed by PCA Investment Advisory Services Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 11,067 shares
    Change vs previous 13F 0 shares

    0.17% of the 13F portfolio, value $483,832.

    13F-HR 0001977044-26-000001 filed by PCA Investment Advisory Services Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 11,067 shares
    Change vs previous 13F +11,067 shares

    0.18% of the 13F portfolio, value $475,328.

    13F-HR 0001977044-25-000006 filed by PCA Investment Advisory Services Inc.
    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 0 shares
    Change vs previous 13F -6,888 shares

    13F-HR 0001977044-25-000002 filed by PCA Investment Advisory Services Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  7. period ended2024-12-31
    13F 6,888 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $269,220.

    13F-HR 0001977044-25-000001 filed by PCA Investment Advisory Services Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).