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Pure Financial Advisors, LLC: PWZ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Pure Financial Advisors, LLC on PWZ, newest first. How the timeline and the estimate are built.

Pure Financial Advisors, LLC held 284,900 PWZ shares at 2026-06-30 per its 13F-HR filed 2026-08-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 284,900 shares
    Change vs previous 13F +13,262 shares

    0.09% of the 13F portfolio, value $6,982,899.

    13F-HR 0001571556-26-000005 filed by Pure Financial Advisors, LLC
    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 271,638 shares
    Change vs previous 13F -20,895 shares

    0.09% of the 13F portfolio, value $6,483,999.

    13F-HR 0001571556-26-000004 filed by Pure Financial Advisors, LLC
    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/A 292,533 shares
    Change vs previous 13F +1,744 shares

    0.1% of the 13F portfolio, value $7,067,597.

    13F-HR 0001571556-26-000001 filed by Pure Financial Advisors, LLC
    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 290,789 shares
    Change vs previous 13F -13,739 shares

    0.11% of the 13F portfolio, value $6,955,673.

    13F-HR 0001571556-25-000007 filed by Pure Financial Advisors, LLC
    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 304,528 shares
    Change vs previous 13F +243,949 shares

    0.13% of the 13F portfolio, value $7,107,684.

    13F-HR 0001571556-25-000005 filed by Pure Financial Advisors, LLC
    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 60,579 shares
    Change vs previous 13F -644 shares

    0.03% of the 13F portfolio, value $1,444,809.

    13F-HR 0001571556-25-000003 filed by Pure Financial Advisors, LLC
    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 61,223 shares
    Change vs previous 13F +3,988 shares

    0.03% of the 13F portfolio, value $1,512,208.

    13F-HR 0001571556-25-000001 filed by Pure Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 57,235 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,435,454.

    13F-HR 0001571556-24-000006 filed by Pure Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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