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PCG Wealth Advisors, LLC: FDL position timeline

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

PCG Wealth Advisors, LLC held 77,433 FDL 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 77,433 shares
    Change vs previous 13F -7,274 shares

    0.84% of the 13F portfolio, value $3,767,907.

    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 84,707 shares
    Change vs previous 13F -1,867 shares

    1.09% of the 13F portfolio, value $4,303,094.

    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 86,574 shares
    Change vs previous 13F -5,916 shares

    1.09% of the 13F portfolio, value $3,838,694.

    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 92,490 shares
    Change vs previous 13F +8,278 shares

    1.17% of the 13F portfolio, value $4,014,978.

    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 84,212 shares
    Change vs previous 13F +1,297 shares

    1.8% of the 13F portfolio, value $3,525,984.

    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 82,915 shares
    Change vs previous 13F +3,243 shares

    1.26% of the 13F portfolio, value $3,601,837.

    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 79,672 shares
    Change vs previous 13F -1,255 shares

    1.18% of the 13F portfolio, value $3,207,596.

    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 80,927 shares
    Change vs previous 13F not available

    1.31% of the 13F portfolio, value $3,394,884.

    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).