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PCG Wealth Advisors, LLC: FNY position timeline

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

PCG Wealth Advisors, LLC held 9,408 FNY 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 9,408 shares
    Change vs previous 13F +345 shares

    0.23% of the 13F portfolio, value $1,042,916.

    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 9,063 shares
    Change vs previous 13F -540 shares

    0.21% of the 13F portfolio, value $820,064.

    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 9,603 shares
    Change vs previous 13F +88 shares

    0.25% of the 13F portfolio, value $875,739.

    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 9,515 shares
    Change vs previous 13F -844 shares

    0.25% of the 13F portfolio, value $871,713.

    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 10,359 shares
    Change vs previous 13F -10,124 shares

    0.44% of the 13F portfolio, value $853,999.

    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 20,483 shares
    Change vs previous 13F -1,828 shares

    0.54% of the 13F portfolio, value $1,533,782.

    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 22,311 shares
    Change vs previous 13F +1,428 shares

    0.66% of the 13F portfolio, value $1,784,889.

    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 20,883 shares
    Change vs previous 13F not available

    0.64% of the 13F portfolio, value $1,663,125.

    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).