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Proquility Private Wealth Partners, LLC: PCY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Proquility Private Wealth Partners, LLC on PCY, newest first. How the timeline and the estimate are built.

Proquility Private Wealth Partners, LLC held 72,283 PCY shares at 2025-03-31 per its 13F-HR filed 2025-05-15.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 72,283 shares
    Change vs previous 13F +72,283 shares

    0.45% of the 13F portfolio, value $1,457,948.

    13F-HR 0001172661-25-002154 filed by Proquility Private Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-12-31
    13F 0 shares
    Change vs previous 13F -11,565 shares

    13F-HR 0001172661-25-000242 filed by Proquility Private Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  3. period ended2024-09-30
    13F 11,565 shares
    Change vs previous 13F -2,312 shares

    0.08% of the 13F portfolio, value $248,648.

    13F-HR 0001172661-24-004260 filed by Proquility Private Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-06-30
    13F 13,877 shares
    Change vs previous 13F +62 shares

    0.09% of the 13F portfolio, value $277,540.

    13F-HR 0001172661-24-003180 filed by Proquility Private Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-03-31
    13F 13,815 shares
    Change vs previous 13F +3,314 shares

    0.1% of the 13F portfolio, value $282,655.

    13F-HR 0001172661-24-001995 filed by Proquility Private Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-12-31
    13F 10,501 shares
    Change vs previous 13F -2,789 shares

    0.08% of the 13F portfolio, value $216,531.

    13F-HR 0001172661-24-000686 filed by Proquility Private Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-09-30
    13F 13,290 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $242,808.

    13F-HR 0001172661-23-003973 filed by Proquility Private Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-06-30
    13F 13,290 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $259,022.

    13F-HR 0001172661-23-003254 filed by Proquility Private Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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