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PCG Wealth Advisors, LLC: WTV position timeline

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

PCG Wealth Advisors, LLC held 11,882 WTV 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 11,882 shares
    Change vs previous 13F +718 shares

    0.27% of the 13F portfolio, value $1,208,663.

    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 11,164 shares
    Change vs previous 13F +501 shares

    0.27% of the 13F portfolio, value $1,057,533.

    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 10,663 shares
    Change vs previous 13F +241 shares

    0.28% of the 13F portfolio, value $994,872.

    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 10,422 shares
    Change vs previous 13F +472 shares

    0.28% of the 13F portfolio, value $948,515.

    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 9,950 shares
    Change vs previous 13F +902 shares

    0.44% of the 13F portfolio, value $859,631.

    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 9,048 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $743,485.

    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).