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Disclosery

Seed Wealth Management, Inc.: PFFV position timeline

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

Seed Wealth Management, Inc. held 22,100 PFFV shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 22,100 shares
    Change vs previous 13F -7,600 shares

    0.31% of the 13F portfolio, value $486,863.

    13F-HR 0001963728-26-000004 filed by Seed Wealth Management, Inc.
    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 29,700 shares
    Change vs previous 13F 0 shares

    0.45% of the 13F portfolio, value $648,301.

    13F-HR 0001963728-26-000002 filed by Seed Wealth Management, Inc.
    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 29,700 shares
    Change vs previous 13F 0 shares

    0.46% of the 13F portfolio, value $659,934.

    13F-HR 0001963728-26-000001 filed by Seed Wealth Management, Inc.
    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 29,700 shares
    Change vs previous 13F -1,000 shares

    0.47% of the 13F portfolio, value $686,664.

    13F-HR 0001963728-25-000002 filed by Seed Wealth Management, Inc.
    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 30,700 shares
    Change vs previous 13F -2,725 shares

    0.52% of the 13F portfolio, value $699,960.

    13F-HR 0001085146-25-003796 filed by Seed Wealth Management, Inc.
    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 33,425 shares
    Change vs previous 13F -16,450 shares

    0.64% of the 13F portfolio, value $790,836.

    13F-HR 0001085146-25-002203 filed by Seed Wealth Management, Inc.
    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 49,875 shares
    Change vs previous 13F 0 shares

    0.95% of the 13F portfolio, value $1,175,624.

    13F-HR 0001085146-25-000161 filed by Seed Wealth Management, Inc.
    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 49,875 shares
    Change vs previous 13F not available

    0.96% of the 13F portfolio, value $1,199,494.

    13F-HR 0001085146-24-005326 filed by Seed Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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