Skip to content
Disclosery

PENSION & WEALTH MANAGEMENT ADVISORS, INC.: DES position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of PENSION & WEALTH MANAGEMENT ADVISORS, INC. on DES, newest first. How the timeline and the estimate are built.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 18,077 DES shares at 2026-09-30 per its 13F-HR filed 2026-10-16.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 18,077 shares
    Change vs previous 13F +643 shares

    0.16% of the 13F portfolio, value $685,144.

    13F-HR 0002145782-26-000020 filed by PENSION & WEALTH MANAGEMENT ADVISORS, INC.
    Accepted , ingested

  2. period ended2026-06-30
    13F 17,434 shares
    Change vs previous 13F -204 shares

    0.19% of the 13F portfolio, value $709,263.

    13F-HR 0002145782-26-000016 filed by PENSION & WEALTH MANAGEMENT ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 17,638 shares
    Change vs previous 13F +1,419 shares

    0.19% of the 13F portfolio, value $633,942.

    13F-HR 0002145782-26-000015 filed by PENSION & WEALTH MANAGEMENT ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 16,219 shares
    Change vs previous 13F +21 shares

    0.16% of the 13F portfolio, value $542,578.

    13F-HR 0002145782-26-000014 filed by PENSION & WEALTH MANAGEMENT ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 16,198 shares
    Change vs previous 13F -944 shares

    0.17% of the 13F portfolio, value $545,600.

    13F-HR 0002145782-26-000013 filed by PENSION & WEALTH MANAGEMENT ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 17,142 shares
    Change vs previous 13F +1,256 shares

    0.18% of the 13F portfolio, value $544,460.

    13F-HR 0002145782-26-000012 filed by PENSION & WEALTH MANAGEMENT ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 15,886 shares
    Change vs previous 13F +664 shares

    0.19% of the 13F portfolio, value $507,772.

    13F-HR 0002145782-26-000011 filed by PENSION & WEALTH MANAGEMENT ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 15,222 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $522,900.

    13F-HR 0002145782-26-000010 filed by PENSION & WEALTH MANAGEMENT ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).