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PCG Wealth Advisors, LLC: MSOS position timeline

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

PCG Wealth Advisors, LLC held 0 MSOS shares at 2025-06-30 per its 13F-HR filed 2025-08-07.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -81,433 shares

    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).

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

  2. period ended2025-03-31
    13F 81,433 shares
    Change vs previous 13F +18,388 shares

    0.07% of the 13F portfolio, value $212,540.

    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).

  3. period ended2024-12-31
    13F 63,045 shares
    Change vs previous 13F +34,805 shares

    0.09% of the 13F portfolio, value $240,201.

    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).

  4. period ended2024-09-30
    13F 28,240 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $202,481.

    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).