Pioneer Wealth Management Group: PTL position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Pioneer Wealth Management Group on PTL, newest first. How the timeline and the estimate are built.
Pioneer Wealth Management Group held 5,784 PTL shares at 2026-09-30 per its 13F-HR filed 2026-10-09.
the latest 13F is the newest step
- period ended2026-09-3013F 5,784 sharesChange vs previous 13F +159 shares
0.37% of the 13F portfolio, value $1,574,073.
13F-HR 0001085146-26-000839 filed by Pioneer Wealth Management Group
Accepted , ingested - period ended2026-06-3013F 5,625 sharesChange vs previous 13F +293 shares
0.39% of the 13F portfolio, value $1,609,272.
13F-HR 0001973339-26-000004 filed by Pioneer Wealth Management Group
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 5,332 sharesChange vs previous 13F +872 shares
0.37% of the 13F portfolio, value $1,335,973.
13F-HR 0001973339-26-000002 filed by Pioneer Wealth Management Group
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 4,460 sharesChange vs previous 13F -18 shares
0.34% of the 13F portfolio, value $1,106,941.
13F-HR 0001973339-26-000001 filed by Pioneer Wealth Management Group
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 4,478 sharesChange vs previous 13F +967 shares
0.36% of the 13F portfolio, value $1,116,220.
13F-HR 0001085146-25-005920 filed by Pioneer Wealth Management Group
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 3,511 sharesChange vs previous 13F +1,683 shares
0.3% of the 13F portfolio, value $805,084.
13F-HR 0001085146-25-003734 filed by Pioneer Wealth Management Group
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 1,828 sharesChange vs previous 13F not available
0.16% of the 13F portfolio, value $375,659.
13F-HR 0001085146-25-001978 filed by Pioneer Wealth Management Group
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).