Skip to content
Disclosery

PCG Wealth Advisors, LLC: FENI position timeline

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

PCG Wealth Advisors, LLC held 108,237 FENI 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 108,237 shares
    Change vs previous 13F +23,596 shares

    0.97% of the 13F portfolio, value $4,343,554.

    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 84,641 shares
    Change vs previous 13F +47,576 shares

    0.8% of the 13F portfolio, value $3,148,646.

    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 37,065 shares
    Change vs previous 13F -4,524 shares

    0.38% of the 13F portfolio, value $1,355,837.

    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 41,589 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $1,467,260.

    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).