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PCG Wealth Advisors, LLC: IEO position timeline

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

PCG Wealth Advisors, LLC held 8,536 IEO 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 8,536 shares
    Change vs previous 13F +353 shares

    0.21% of the 13F portfolio, value $937,502.

    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 8,183 shares
    Change vs previous 13F -930 shares

    0.26% of the 13F portfolio, value $1,022,067.

    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 9,113 shares
    Change vs previous 13F -1,231 shares

    0.23% of the 13F portfolio, value $813,434.

    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 10,344 shares
    Change vs previous 13F -205 shares

    0.28% of the 13F portfolio, value $957,845.

    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 10,549 shares
    Change vs previous 13F -11,527 shares

    0.48% of the 13F portfolio, value $934,631.

    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 22,076 shares
    Change vs previous 13F +5,577 shares

    0.73% of the 13F portfolio, value $2,087,988.

    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 16,499 shares
    Change vs previous 13F +2,529 shares

    0.55% of the 13F portfolio, value $1,478,833.

    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 13,970 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $1,277,574.

    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).