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PCG Wealth Advisors, LLC: SPY position timeline

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

PCG Wealth Advisors, LLC held 32,638 SPY 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 32,638 shares
    Change vs previous 13F +2,361 shares

    5.44% of the 13F portfolio, value $24,373,210.

    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 30,277 shares
    Change vs previous 13F +1,357 shares

    4.98% of the 13F portfolio, value $19,690,169.

    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 28,920 shares
    Change vs previous 13F +935 shares

    5.58% of the 13F portfolio, value $19,721,300.

    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 27,985 shares
    Change vs previous 13F +1,524 shares

    5.43% of the 13F portfolio, value $18,642,953.

    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 26,461 shares
    Change vs previous 13F -211 shares

    8.36% of the 13F portfolio, value $16,349,235.

    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 26,672 shares
    Change vs previous 13F +1,146 shares

    5.21% of the 13F portfolio, value $14,920,215.

    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 25,526 shares
    Change vs previous 13F -445 shares

    5.52% of the 13F portfolio, value $14,960,127.

    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 25,971 shares
    Change vs previous 13F not available

    5.75% of the 13F portfolio, value $14,900,893.

    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).