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PCG Wealth Advisors, LLC: PULS position timeline

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

PCG Wealth Advisors, LLC held 48,257 PULS 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 48,257 shares
    Change vs previous 13F -5,251 shares

    0.53% of the 13F portfolio, value $2,391,152.

    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 53,508 shares
    Change vs previous 13F -2,256 shares

    0.67% of the 13F portfolio, value $2,648,693.

    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 55,764 shares
    Change vs previous 13F -11,163 shares

    0.78% of the 13F portfolio, value $2,765,331.

    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 66,927 shares
    Change vs previous 13F +66,927 shares

    0.97% of the 13F portfolio, value $3,335,001.

    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 0 shares
    Change vs previous 13F -73,735 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.

  6. period ended2025-03-31
    13F 73,735 shares
    Change vs previous 13F -7,671 shares

    1.28% of the 13F portfolio, value $3,666,858.

    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 81,406 shares
    Change vs previous 13F -1,475 shares

    1.49% of the 13F portfolio, value $4,033,653.

    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 82,881 shares
    Change vs previous 13F not available

    1.59% of the 13F portfolio, value $4,125,839.

    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).