PENSION & WEALTH MANAGEMENT ADVISORS, INC.: QMID position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of PENSION & WEALTH MANAGEMENT ADVISORS, INC. on QMID, newest first. How the timeline and the estimate are built.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 9,465 QMID shares at 2026-06-30 per its 13F-HR filed 2026-08-07.
the latest 13F is the newest step
- period ended2026-06-3013F 9,465 sharesChange vs previous 13F -735 shares
0.08% of the 13F portfolio, value $278,226.
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 10,200 sharesChange vs previous 13F 0 shares
0.08% of the 13F portfolio, value $276,285.
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 10,200 sharesChange vs previous 13F not available
0.09% of the 13F portfolio, value $288,221.
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).