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PCG Wealth Advisors, LLC: FDVV position timeline

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

PCG Wealth Advisors, LLC held 182,800 FDVV 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 182,800 shares
    Change vs previous 13F +902 shares

    2.46% of the 13F portfolio, value $11,021,001.

    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 181,898 shares
    Change vs previous 13F +172,523 shares

    2.54% of the 13F portfolio, value $10,048,032.

    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 9,375 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $531,488.

    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).