Provenance Wealth Advisors, LLC: PONY position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Provenance Wealth Advisors, LLC on PONY, newest first. How the timeline and the estimate are built.
Provenance Wealth Advisors, LLC held 0 PONY shares at 2026-06-30 per its 13F-HR filed 2026-07-24.
the latest 13F is the newest step
- period ended2026-06-3013F 0 sharesChange vs previous 13F -6,168 shares
13F-HR 0002081584-26-000004 filed by Provenance Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2026-03-3113F 6,168 sharesChange vs previous 13F 0 shares
0.01% of the 13F portfolio, value $58,226.
13F-HR 0002081584-26-000003 filed by Provenance Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 6,168 sharesChange vs previous 13F -1,145 shares
0.01% of the 13F portfolio, value $89,436.
13F-HR 0002081584-26-000001 filed by Provenance Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 7,313 sharesChange vs previous 13F -1,052 shares
0.02% of the 13F portfolio, value $164,469.
13F-HR 0002081584-25-000010 filed by Provenance Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 8,365 sharesChange vs previous 13F not available
0.02% of the 13F portfolio, value $110,418.
13F-HR 0001932363-25-000002 filed by Provenance Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).