SFG Wealth Management, LLC.: PWRD position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SFG Wealth Management, LLC. on PWRD, newest first. How the timeline and the estimate are built.
SFG Wealth Management, LLC. held 14,782 PWRD shares at 2026-06-30 per its 13F-HR filed 2026-07-22.
the latest 13F is the newest step
- period ended2026-06-3013F 14,782 sharesChange vs previous 13F +1,117 shares
0.65% of the 13F portfolio, value $1,817,577.
13F-HR 0001908914-26-000005 filed by SFG Wealth Management, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 13,665 sharesChange vs previous 13F -7,226 shares
0.55% of the 13F portfolio, value $1,335,982.
13F-HR 0001908914-26-000003 filed by SFG Wealth Management, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 20,891 sharesChange vs previous 13F -1,156 shares
0.79% of the 13F portfolio, value $2,008,790.
13F-HR 0001908914-26-000002 filed by SFG Wealth Management, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 22,047 sharesChange vs previous 13F not available
0.93% of the 13F portfolio, value $2,153,788.
13F-HR 0001908914-25-000005 filed by SFG Wealth Management, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).