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Pioneer Wealth Management Group: CRM position timeline

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

Pioneer Wealth Management Group held 1,564 CRM 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 1,564 shares
    Change vs previous 13F +20 shares

    0.08% of the 13F portfolio, value $359,047.

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

  2. period ended2026-06-30
    13F 1,544 shares
    Change vs previous 13F +4 shares

    0.06% of the 13F portfolio, value $241,883.

    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 1,540 shares
    Change vs previous 13F +5 shares

    0.08% of the 13F portfolio, value $287,472.

    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 1,535 shares
    Change vs previous 13F -39 shares

    0.12% of the 13F portfolio, value $406,637.

    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 1,574 shares
    Change vs previous 13F +39 shares

    0.12% of the 13F portfolio, value $373,038.

    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 1,535 shares
    Change vs previous 13F 0 shares

    0.16% of the 13F portfolio, value $418,579.

    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 1,535 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $411,933.

    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).