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PMG Wealth Management, Inc.: TOTL position timeline

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

PMG Wealth Management, Inc. held 5,350 TOTL 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 5,350 shares
    Change vs previous 13F -2,500 shares

    0.13% of the 13F portfolio, value $210,282.

    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 7,850 shares
    Change vs previous 13F -110,756 shares

    0.22% of the 13F portfolio, value $310,585.

    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 118,606 shares
    Change vs previous 13F +519 shares

    3.5% of the 13F portfolio, value $4,773,892.

    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 118,087 shares
    Change vs previous 13F +1,431 shares

    3.65% of the 13F portfolio, value $4,784,885.

    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 116,656 shares
    Change vs previous 13F +9,412 shares

    3.85% of the 13F portfolio, value $4,659,474.

    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 107,244 shares
    Change vs previous 13F +6,190 shares

    4.57% of the 13F portfolio, value $4,302,629.

    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 101,054 shares
    Change vs previous 13F not available

    3.62% of the 13F portfolio, value $3,980,517.

    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).