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SARD WEALTH MANAGEMENT GROUP, LLC: PPA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SARD WEALTH MANAGEMENT GROUP, LLC on PPA, newest first. How the timeline and the estimate are built.

SARD WEALTH MANAGEMENT GROUP, LLC held 1,763 PPA shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,763 shares
    Change vs previous 13F +2 shares

    0.15% of the 13F portfolio, value $311,413.

    13F-HR 0001951757-26-001229 filed by SARD WEALTH MANAGEMENT GROUP, 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 1,761 shares
    Change vs previous 13F +108 shares

    0.16% of the 13F portfolio, value $291,879.

    13F-HR 0001951757-26-000566 filed by SARD WEALTH MANAGEMENT GROUP, 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 1,653 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $258,909.

    13F-HR 0001951757-26-000040 filed by SARD WEALTH MANAGEMENT GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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