Skip to content
Disclosery

PMG Wealth Management, Inc.: OEF position timeline

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

PMG Wealth Management, Inc. held 27,139 OEF 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 27,139 shares
    Change vs previous 13F +449 shares

    6.14% of the 13F portfolio, value $9,929,286.

    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 26,690 shares
    Change vs previous 13F -291 shares

    6.12% of the 13F portfolio, value $8,489,173.

    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).

  3. period ended2025-12-31
    13F 26,981 shares
    Change vs previous 13F +471 shares

    6.78% of the 13F portfolio, value $9,253,793.

    13F-HR 0001214659-26-000777 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).

  4. period ended2025-09-30
    13F 26,510 shares
    Change vs previous 13F +337 shares

    6.7% of the 13F portfolio, value $8,789,159.

    13F-HR 0001214659-25-015655 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).

  5. period ended2025-06-30
    13F 26,173 shares
    Change vs previous 13F +1,426 shares

    6.57% of the 13F portfolio, value $7,965,661.

    13F-HR 0001214659-25-010490 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).

  6. period ended2025-03-31
    13F 24,747 shares
    Change vs previous 13F -302 shares

    7.12% of the 13F portfolio, value $6,702,149.

    13F-HR 0001214659-25-005623 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).

  7. period ended2024-12-31
    13F 25,049 shares
    Change vs previous 13F not available

    6.59% of the 13F portfolio, value $7,235,259.

    13F-HR 0001214659-25-001715 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).