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PCG Wealth Advisors, LLC: IHDG position timeline

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

PCG Wealth Advisors, LLC held 0 IHDG shares at 2025-09-30 per its 13F-HR filed 2025-11-13.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 0 shares
    Change vs previous 13F -40,681 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-06-30
    13F 40,681 shares
    Change vs previous 13F +2,305 shares

    0.94% of the 13F portfolio, value $1,832,685.

    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).

  3. period ended2025-03-31
    13F 38,376 shares
    Change vs previous 13F +5,423 shares

    0.58% of the 13F portfolio, value $1,665,522.

    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).

  4. period ended2024-12-31
    13F 32,953 shares
    Change vs previous 13F +3,597 shares

    0.53% of the 13F portfolio, value $1,432,457.

    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).

  5. period ended2024-09-30
    13F 29,356 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $1,341,567.

    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).