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PFW Advisors LLC: O position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of PFW Advisors LLC on O, newest first. How the timeline and the estimate are built.

PFW Advisors LLC held 12,684 O shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 12,684 shares
    Change vs previous 13F -23 shares

    0.2% of the 13F portfolio, value $688,734.

    13F-HR 0001989744-26-000005 filed by PFW Advisors LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 12,707 shares
    Change vs previous 13F -739 shares

    0.23% of the 13F portfolio, value $787,355.

    13F-HR 0001989744-26-000003 filed by PFW Advisors LLC
    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 13,446 shares
    Change vs previous 13F +70 shares

    0.26% of the 13F portfolio, value $822,633.

    13F-HR 0001989744-26-000002 filed by PFW Advisors LLC
    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 13,376 shares
    Change vs previous 13F +159 shares

    0.23% of the 13F portfolio, value $753,994.

    13F-HR 0001989744-26-000001 filed by PFW Advisors LLC
    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 13,217 shares
    Change vs previous 13F -25 shares

    0.24% of the 13F portfolio, value $803,484.

    13F-HR 0001989744-25-000005 filed by PFW Advisors LLC
    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 13,242 shares
    Change vs previous 13F -351 shares

    0.23% of the 13F portfolio, value $762,872.

    13F-HR 0001989744-25-000004 filed by PFW Advisors LLC
    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 13,593 shares
    Change vs previous 13F +803 shares

    0.25% of the 13F portfolio, value $788,530.

    13F-HR 0001989744-25-000002 filed by PFW Advisors LLC
    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 12,790 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $683,114.

    13F-HR 0001989744-25-000001 filed by PFW Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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