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Pioneer Wealth Management Group: DFAE position timeline

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

Pioneer Wealth Management Group held 702,292 DFAE 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 702,292 shares
    Change vs previous 13F +30,754 shares

    6.51% of the 13F portfolio, value $27,607,082.

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

  2. period ended2026-06-30
    13F 671,538 shares
    Change vs previous 13F +8,852 shares

    6.52% of the 13F portfolio, value $27,002,534.

    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 662,686 shares
    Change vs previous 13F +50,867 shares

    6.29% of the 13F portfolio, value $22,438,556.

    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 611,819 shares
    Change vs previous 13F +8,877 shares

    6.05% of the 13F portfolio, value $19,926,937.

    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 602,942 shares
    Change vs previous 13F +33,825 shares

    6.14% of the 13F portfolio, value $19,010,766.

    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 569,117 shares
    Change vs previous 13F +17,141 shares

    6.11% of the 13F portfolio, value $16,475,944.

    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 551,976 shares
    Change vs previous 13F not available

    6.15% of the 13F portfolio, value $14,290,666.

    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).