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Disclosery

PMG Wealth Management, Inc.: USMC position timeline

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

PMG Wealth Management, Inc. held 33,505 USMC 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 33,505 shares
    Change vs previous 13F +574 shares

    1.53% of the 13F portfolio, value $2,478,968.

    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 32,931 shares
    Change vs previous 13F -507 shares

    1.52% of the 13F portfolio, value $2,113,051.

    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 33,438 shares
    Change vs previous 13F +431 shares

    1.68% of the 13F portfolio, value $2,288,831.

    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 33,007 shares
    Change vs previous 13F +437 shares

    1.7% of the 13F portfolio, value $2,232,772.

    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 32,570 shares
    Change vs previous 13F +319 shares

    1.68% of the 13F portfolio, value $2,033,475.

    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 32,251 shares
    Change vs previous 13F -405 shares

    1.94% of the 13F portfolio, value $1,826,926.

    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 32,656 shares
    Change vs previous 13F not available

    1.78% of the 13F portfolio, value $1,960,310.

    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).