PENSION & WEALTH MANAGEMENT ADVISORS, INC.: CACI position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of PENSION & WEALTH MANAGEMENT ADVISORS, INC. on CACI, newest first. How the timeline and the estimate are built.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 850 CACI shares at 2026-06-30 per its 13F-HR filed 2026-08-07.
the latest 13F is the newest step
- period ended2026-06-3013F 850 sharesChange vs previous 13F +238 shares
0.11% of the 13F portfolio, value $393,771.
13F-HR 0002145782-26-000016 filed by PENSION & WEALTH MANAGEMENT ADVISORS, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 612 sharesChange vs previous 13F +108 shares
0.1% of the 13F portfolio, value $332,848.
13F-HR 0002145782-26-000015 filed by PENSION & WEALTH MANAGEMENT ADVISORS, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 504 sharesChange vs previous 13F -21 shares
0.08% of the 13F portfolio, value $268,536.
13F-HR 0002145782-26-000014 filed by PENSION & WEALTH MANAGEMENT ADVISORS, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 525 sharesChange vs previous 13F +78 shares
0.08% of the 13F portfolio, value $261,860.
13F-HR 0002145782-26-000013 filed by PENSION & WEALTH MANAGEMENT ADVISORS, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 447 sharesChange vs previous 13F -374 shares
0.07% of the 13F portfolio, value $213,085.
13F-HR 0002145782-26-000012 filed by PENSION & WEALTH MANAGEMENT ADVISORS, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 821 sharesChange vs previous 13F +488 shares
0.11% of the 13F portfolio, value $301,241.
13F-HR 0002145782-26-000011 filed by PENSION & WEALTH MANAGEMENT ADVISORS, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 333 sharesChange vs previous 13F not available
0.05% of the 13F portfolio, value $134,552.
13F-HR 0002145782-26-000010 filed by PENSION & WEALTH MANAGEMENT ADVISORS, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).