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PCG Wealth Advisors, LLC: NLR position timeline

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

PCG Wealth Advisors, LLC held 66,995 NLR 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 66,995 shares
    Change vs previous 13F -1,598 shares

    1.73% of the 13F portfolio, value $7,770,182.

    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 68,593 shares
    Change vs previous 13F +7,754 shares

    2.31% of the 13F portfolio, value $9,135,874.

    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 60,839 shares
    Change vs previous 13F +28,580 shares

    2.14% of the 13F portfolio, value $7,556,228.

    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 32,259 shares
    Change vs previous 13F +23,749 shares

    1.27% of the 13F portfolio, value $4,375,968.

    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 8,510 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $946,160.

    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).