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Disclosery

Souders Financial Advisors: PCG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Souders Financial Advisors on PCG, newest first. How the timeline and the estimate are built.

Souders Financial Advisors held 17,377 PCG shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,377 shares
    Change vs previous 13F -358 shares

    0.03% of the 13F portfolio, value $292,279.

    13F-HR 0001811240-26-000003 filed by Souders Financial Advisors
    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 17,735 shares
    Change vs previous 13F -3,953 shares

    0.04% of the 13F portfolio, value $311,603.

    13F-HR 0001811240-26-000002 filed by Souders Financial Advisors
    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 21,688 shares
    Change vs previous 13F -1,555 shares

    0.04% of the 13F portfolio, value $348,520.

    13F-HR 0001811240-26-000001 filed by Souders Financial Advisors
    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 23,243 shares
    Change vs previous 13F -13,634 shares

    0.04% of the 13F portfolio, value $350,500.

    13F-HR 0001811240-25-000006 filed by Souders Financial Advisors
    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 36,877 shares
    Change vs previous 13F -25,346 shares

    0.07% of the 13F portfolio, value $514,071.

    13F-HR 0001811240-25-000004 filed by Souders Financial Advisors
    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 62,223 shares
    Change vs previous 13F -71,283 shares

    0.15% of the 13F portfolio, value $1,068,994.

    13F-HR 0001811240-25-000002 filed by Souders Financial Advisors
    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 133,506 shares
    Change vs previous 13F -56,736 shares

    0.38% of the 13F portfolio, value $2,694,156.

    13F-HR 0001811240-25-000001 filed by Souders Financial Advisors
    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 190,242 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $3,761,085.

    13F-HR 0001811240-24-000005 filed by Souders Financial Advisors
    Filed (acceptance time not in the bulk data set), ingested

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