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PCG Wealth Advisors, LLC: GRID position timeline

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

PCG Wealth Advisors, LLC held 33,940 GRID 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 33,940 shares
    Change vs previous 13F -2,316 shares

    1.45% of the 13F portfolio, value $6,508,172.

    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 36,256 shares
    Change vs previous 13F +2,241 shares

    1.5% of the 13F portfolio, value $5,930,825.

    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 34,015 shares
    Change vs previous 13F +4,238 shares

    1.47% of the 13F portfolio, value $5,204,895.

    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 29,777 shares
    Change vs previous 13F +8,186 shares

    1.31% of the 13F portfolio, value $4,498,593.

    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 21,591 shares
    Change vs previous 13F -2,371 shares

    1.54% of the 13F portfolio, value $3,001,501.

    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 23,962 shares
    Change vs previous 13F +20,175 shares

    0.95% of the 13F portfolio, value $2,710,766.

    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 3,787 shares
    Change vs previous 13F +1,159 shares

    0.17% of the 13F portfolio, value $451,942.

    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 2,628 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $334,421.

    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).