PENSION & WEALTH MANAGEMENT ADVISORS, INC.: GOOG position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of PENSION & WEALTH MANAGEMENT ADVISORS, INC. on GOOG, newest first. How the timeline and the estimate are built.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 2,827 GOOG shares at 2026-06-30 per its 13F-HR filed 2026-08-07.
the latest 13F is the newest step
- period ended2026-06-3013F 2,827 sharesChange vs previous 13F +144 shares
0.27% of the 13F portfolio, value $999,278.
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 2,683 sharesChange vs previous 13F -4 shares
0.23% of the 13F portfolio, value $769,855.
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 2,687 sharesChange vs previous 13F -213 shares
0.25% of the 13F portfolio, value $843,258.
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 2,900 sharesChange vs previous 13F -15 shares
0.22% of the 13F portfolio, value $706,493.
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 2,915 sharesChange vs previous 13F +1 shares
0.17% of the 13F portfolio, value $517,314.
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 2,914 sharesChange vs previous 13F +960 shares
0.17% of the 13F portfolio, value $455,465.
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 1,954 sharesChange vs previous 13F +1,115 shares
0.15% of the 13F portfolio, value $372,213.
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).
- period ended2024-09-3013F 839 sharesChange vs previous 13F not available
0.07% of the 13F portfolio, value $140,320.
13F-HR 0002145782-26-000009 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).