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PMG Wealth Management, Inc.: YEAR position timeline

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

PMG Wealth Management, Inc. held 98,583 YEAR 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 98,583 shares
    Change vs previous 13F +4,873 shares

    3.06% of the 13F portfolio, value $4,947,092.

    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 93,710 shares
    Change vs previous 13F +11,286 shares

    3.4% of the 13F portfolio, value $4,714,925.

    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 82,424 shares
    Change vs previous 13F +4,871 shares

    3.05% of the 13F portfolio, value $4,160,764.

    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 77,553 shares
    Change vs previous 13F +304 shares

    2.99% of the 13F portfolio, value $3,919,304.

    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 77,249 shares
    Change vs previous 13F +7,404 shares

    3.22% of the 13F portfolio, value $3,899,298.

    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 69,845 shares
    Change vs previous 13F +1,881 shares

    3.74% of the 13F portfolio, value $3,521,445.

    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 67,964 shares
    Change vs previous 13F not available

    3.12% of the 13F portfolio, value $3,421,987.

    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).