Skip to content
Disclosery

PCG Wealth Advisors, LLC: SPYM position timeline

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

PCG Wealth Advisors, LLC held 93,290 SPYM 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 93,290 shares
    Change vs previous 13F -8,419 shares

    1.83% of the 13F portfolio, value $8,198,295.

    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 101,709 shares
    Change vs previous 13F -72,251 shares

    1.97% of the 13F portfolio, value $7,784,814.

    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 173,960 shares
    Change vs previous 13F +3,993 shares

    3.95% of the 13F portfolio, value $13,955,040.

    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 169,967 shares
    Change vs previous 13F +21,051 shares

    3.88% of the 13F portfolio, value $13,315,166.

    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 148,916 shares
    Change vs previous 13F -6,396 shares

    5.54% of the 13F portfolio, value $10,824,680.

    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 155,312 shares
    Change vs previous 13F +26,435 shares

    3.56% of the 13F portfolio, value $10,213,348.

    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 128,877 shares
    Change vs previous 13F +48,699 shares

    3.28% of the 13F portfolio, value $8,884,812.

    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 80,178 shares
    Change vs previous 13F not available

    2.09% of the 13F portfolio, value $5,412,794.

    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).