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Pioneer Wealth Management Group: CEFA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Pioneer Wealth Management Group on CEFA, newest first. How the timeline and the estimate are built.

Pioneer Wealth Management Group held 24,934 CEFA shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 24,934 shares
    Change vs previous 13F +1,632 shares

    0.24% of the 13F portfolio, value $1,002,666.

    13F-HR 0001085146-26-000839 filed by Pioneer Wealth Management Group
    Accepted , ingested

  2. period ended2026-06-30
    13F 23,302 shares
    Change vs previous 13F +270 shares

    0.22% of the 13F portfolio, value $924,811.

    13F-HR 0001973339-26-000004 filed by Pioneer Wealth Management Group
    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 23,032 shares
    Change vs previous 13F +4,521 shares

    0.24% of the 13F portfolio, value $849,593.

    13F-HR 0001973339-26-000002 filed by Pioneer Wealth Management Group
    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 18,511 shares
    Change vs previous 13F -116 shares

    0.21% of the 13F portfolio, value $683,654.

    13F-HR 0001973339-26-000001 filed by Pioneer Wealth Management Group
    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 18,627 shares
    Change vs previous 13F +2,302 shares

    0.22% of the 13F portfolio, value $670,476.

    13F-HR 0001085146-25-005920 filed by Pioneer Wealth Management Group
    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 16,325 shares
    Change vs previous 13F +7,089 shares

    0.21% of the 13F portfolio, value $560,606.

    13F-HR 0001085146-25-003734 filed by Pioneer Wealth Management Group
    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 9,236 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $309,866.

    13F-HR 0001085146-25-001978 filed by Pioneer Wealth Management Group
    Filed (acceptance time not in the bulk data set), ingested

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