Seven Springs Wealth Group, LLC: PM position timeline

Seven Springs Wealth Group, LLC held 1,123 PM shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 1,123 shares

   Change vs previous 13F +1,123 shares

   0.04% of the 13F portfolio, value $203,162.

   13F-HR 0001172661-26-003050 filed by Seven Springs Wealth Group, LLC
   Filed 2026-08-04 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2025-12-31

   13F 0 shares

   Change vs previous 13F -1,432 shares

   13F-HR 0001172661-26-000566 filed by Seven Springs Wealth Group, LLC
   Filed 2026-02-10 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

   Exited: the 13F for this period no longer lists the position.

3. period ended2025-09-30

   13F 1,432 shares

   Change vs previous 13F 0 shares

   0.06% of the 13F portfolio, value $232,270.

   13F-HR 0001172661-25-004701 filed by Seven Springs Wealth Group, LLC
   Filed 2025-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

4. period ended2025-06-30

   13F 1,432 shares

   Change vs previous 13F 0 shares

   0.06% of the 13F portfolio, value $260,810.

   13F-HR 0001172661-25-003231 filed by Seven Springs Wealth Group, LLC
   Filed 2025-08-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

5. period ended2025-03-31

   13F 1,432 shares

   Change vs previous 13F not available

   0.08% of the 13F portfolio, value $227,301.

   13F-HR 0001172661-25-001989 filed by Seven Springs Wealth Group, LLC
   Filed 2025-05-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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