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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

  1. period ended2026-09-30
    13F 5,784 shares
    Change 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

  2. period ended2026-06-30
    13F 5,625 shares
    Change 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), ingested

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

  3. period ended2026-03-31
    13F 5,332 shares
    Change 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), ingested

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

  4. period ended2025-12-31
    13F 4,460 shares
    Change 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), ingested

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

  5. period ended2025-09-30
    13F 4,478 shares
    Change 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), ingested

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

  6. period ended2025-06-30
    13F 3,511 shares
    Change 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), ingested

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

  7. period ended2025-03-31
    13F 1,828 shares
    Change 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), ingested

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