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Disclosery

Sagace Wealth Management LLC: PFF position timeline

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

Sagace Wealth Management LLC held 125,010 PFF shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 125,010 shares
    Change vs previous 13F -2,329 shares

    2.41% of the 13F portfolio, value $3,811,555.

    13F-HR 0002027449-26-000003 filed by Sagace Wealth Management 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 127,339 shares
    Change vs previous 13F -16,999 shares

    2.62% of the 13F portfolio, value $3,860,918.

    13F-HR 0002027449-26-000002 filed by Sagace Wealth Management 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 144,338 shares
    Change vs previous 13F +6,798 shares

    3.04% of the 13F portfolio, value $4,468,704.

    13F-HR 0002027449-26-000001 filed by Sagace Wealth Management 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 137,540 shares
    Change vs previous 13F +19,797 shares

    2.96% of the 13F portfolio, value $4,349,015.

    13F-HR 0002027449-25-000007 filed by Sagace Wealth Management 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 117,743 shares
    Change vs previous 13F +2,799 shares

    2.7% of the 13F portfolio, value $3,612,355.

    13F-HR 0002027449-25-000004 filed by Sagace Wealth Management 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 114,944 shares
    Change vs previous 13F -381 shares

    2.67% of the 13F portfolio, value $3,532,229.

    13F-HR 0002027449-25-000002 filed by Sagace Wealth Management 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 115,325 shares
    Change vs previous 13F not available

    2.72% of the 13F portfolio, value $3,625,818.

    13F-HR 0002027449-25-000001 filed by Sagace Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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