PCG Wealth Advisors, LLC: CGCV position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of PCG Wealth Advisors, LLC on CGCV, newest first. How the timeline and the estimate are built.
PCG Wealth Advisors, LLC held 0 CGCV shares at 2026-06-30 per its 13F-HR filed 2026-08-03.
the latest 13F is the newest step
- period ended2026-06-3013F 0 sharesChange vs previous 13F -31,362 shares
13F-HR 0001905393-26-000003 filed by PCG Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2026-03-3113F 31,362 sharesChange vs previous 13F not available
0.24% of the 13F portfolio, value $934,904.
13F-HR 0001905393-26-000002 filed by PCG Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).