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Disclosery

Solutions 4 Wealth, Ltd: PWV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Solutions 4 Wealth, Ltd on PWV, newest first. How the timeline and the estimate are built.

Solutions 4 Wealth, Ltd held 23,299 PWV shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 23,299 shares
    Change vs previous 13F +4,309 shares

    2.28% of the 13F portfolio, value $1,765,348.

    13F-HR 0002006405-26-000005 filed by Solutions 4 Wealth, Ltd
    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 18,990 shares
    Change vs previous 13F +9,243 shares

    1.99% of the 13F portfolio, value $1,323,803.

    13F-HR 0002006405-26-000003 filed by Solutions 4 Wealth, Ltd
    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 9,747 shares
    Change vs previous 13F +4,503 shares

    0.98% of the 13F portfolio, value $648,350.

    13F-HR 0002006405-26-000001 filed by Solutions 4 Wealth, Ltd
    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 5,244 shares
    Change vs previous 13F +488 shares

    0.53% of the 13F portfolio, value $341,975.

    13F-HR 0002006405-25-000006 filed by Solutions 4 Wealth, Ltd
    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 4,756 shares
    Change vs previous 13F +127 shares

    0.49% of the 13F portfolio, value $295,565.

    13F-HR 0002006405-25-000004 filed by Solutions 4 Wealth, Ltd
    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 4,629 shares
    Change vs previous 13F +167 shares

    0.49% of the 13F portfolio, value $275,442.

    13F-HR 0002006405-25-000002 filed by Solutions 4 Wealth, Ltd
    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 4,462 shares
    Change vs previous 13F -5 shares

    0.46% of the 13F portfolio, value $253,775.

    13F-HR 0002006405-25-000001 filed by Solutions 4 Wealth, Ltd
    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 4,467 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $260,541.

    13F-HR 0002006405-24-000005 filed by Solutions 4 Wealth, Ltd
    Filed (acceptance time not in the bulk data set), ingested

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