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PCG Wealth Advisors, LLC: FTSM position timeline

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

PCG Wealth Advisors, LLC held 98,502 FTSM 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 98,502 shares
    Change vs previous 13F +2,839 shares

    1.31% of the 13F portfolio, value $5,883,513.

    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 95,663 shares
    Change vs previous 13F -399 shares

    1.45% of the 13F portfolio, value $5,718,707.

    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 96,062 shares
    Change vs previous 13F -2,136 shares

    1.63% of the 13F portfolio, value $5,756,985.

    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 98,198 shares
    Change vs previous 13F +3,002 shares

    1.71% of the 13F portfolio, value $5,883,081.

    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 95,196 shares
    Change vs previous 13F -10,752 shares

    2.92% of the 13F portfolio, value $5,699,360.

    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 105,948 shares
    Change vs previous 13F -11,046 shares

    2.21% of the 13F portfolio, value $6,339,949.

    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 116,994 shares
    Change vs previous 13F +105,189 shares

    2.58% of the 13F portfolio, value $6,992,758.

    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 11,805 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $706,794.

    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).