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PCG Wealth Advisors, LLC: EMLP position timeline

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

PCG Wealth Advisors, LLC held 57,963 EMLP shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 57,963 shares
    Change vs previous 13F +1,349 shares

    0.56% of the 13F portfolio, value $2,521,523.

    13F-HR 0001905393-26-000003 filed by PCG Wealth Advisors, 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 56,614 shares
    Change vs previous 13F -4,155 shares

    0.63% of the 13F portfolio, value $2,471,789.

    13F-HR 0001905393-26-000002 filed by PCG Wealth Advisors, 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 60,769 shares
    Change vs previous 13F +1,918 shares

    0.65% of the 13F portfolio, value $2,301,330.

    13F-HR 0001905393-26-000001 filed by PCG Wealth Advisors, 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 58,851 shares
    Change vs previous 13F +435 shares

    0.66% of the 13F portfolio, value $2,253,381.

    13F-HR 0001905393-25-000003 filed by PCG Wealth Advisors, 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 58,416 shares
    Change vs previous 13F -7,692 shares

    1.12% of the 13F portfolio, value $2,191,199.

    13F-HR 0001085146-25-004660 filed by PCG Wealth Advisors, 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 66,108 shares
    Change vs previous 13F +13,789 shares

    0.86% of the 13F portfolio, value $2,478,387.

    13F-HR 0001085146-25-002601 filed by PCG Wealth Advisors, 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 52,319 shares
    Change vs previous 13F -1,032 shares

    0.69% of the 13F portfolio, value $1,865,198.

    13F-HR 0001085146-25-000366 filed by PCG Wealth Advisors, 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 53,351 shares
    Change vs previous 13F not available

    0.69% of the 13F portfolio, value $1,792,608.

    13F-HR 0001085146-24-004929 filed by PCG Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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