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Disclosery

PMG Wealth Management, Inc.: FWD position timeline

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

PMG Wealth Management, Inc. held 64,371 FWD shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 64,371 shares
    Change vs previous 13F +3,902 shares

    5.9% of the 13F portfolio, value $9,534,633.

    13F-HR 0001214659-26-009603 filed by PMG Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 60,469 shares
    Change vs previous 13F not available

    4.73% of the 13F portfolio, value $6,564,515.

    13F-HR 0001214659-26-004768 filed by PMG Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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