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

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

PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 60,602 RPC shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 60,602 shares
    Change vs previous 13F +3,434 shares

    0.13% of the 13F portfolio, value $476,943.

    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).

  2. period ended2026-03-31
    13F 57,168 shares
    Change vs previous 13F +5,699 shares

    0.12% of the 13F portfolio, value $415,046.

    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).

  3. period ended2025-12-31
    13F 51,469 shares
    Change vs previous 13F +19,039 shares

    0.15% of the 13F portfolio, value $504,911.

    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).

  4. period ended2025-09-30
    13F 32,430 shares
    Change vs previous 13F -19,976 shares

    0.11% of the 13F portfolio, value $352,840.

    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).

  5. period ended2025-06-30
    13F 52,406 shares
    Change vs previous 13F +26,500 shares

    0.18% of the 13F portfolio, value $535,592.

    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).

  6. period ended2025-03-31
    13F 25,906 shares
    Change vs previous 13F -11,354 shares

    0.11% of the 13F portfolio, value $304,400.

    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).

  7. period ended2024-12-31
    13F 37,260 shares
    Change vs previous 13F -7,958 shares

    0.19% of the 13F portfolio, value $469,859.

    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).

  8. period ended2024-09-30
    13F 45,218 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $484,294.

    13F-HR 0002145782-26-000009 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).