Wallace Advisory Group, LLC: PCG position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wallace Advisory Group, LLC on PCG, newest first. How the timeline and the estimate are built.
Wallace Advisory Group, LLC held 18,553 PCG shares at 2026-06-30 per its 13F-HR filed 2026-08-03.
the latest 13F is the newest step
- period ended2026-06-3013F 18,553 sharesChange vs previous 13F +1,064 shares
0.29% of the 13F portfolio, value $312,061.
13F-HR 0001932645-26-000003 filed by Wallace Advisory Group, 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 17,489 sharesChange vs previous 13F +14 shares
0.33% of the 13F portfolio, value $307,282.
13F-HR 0001932645-26-000002 filed by Wallace Advisory Group, 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 17,475 sharesChange vs previous 13F -9,328 shares
0.29% of the 13F portfolio, value $280,823.
13F-HR 0001932645-26-000001 filed by Wallace Advisory Group, 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 26,803 sharesChange vs previous 13F -5,806 shares
0.3% of the 13F portfolio, value $373,633.
13F-HR 0001932645-25-000002 filed by Wallace Advisory Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 32,609 sharesChange vs previous 13F +5,479 shares
0.41% of the 13F portfolio, value $560,223.
13F-HR 0001085146-25-004313 filed by Wallace Advisory Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 27,130 sharesChange vs previous 13F -220 shares
0.38% of the 13F portfolio, value $547,483.
13F-HR 0001085146-25-001938 filed by Wallace Advisory Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 27,350 sharesChange vs previous 13F -5,733 shares
0.37% of the 13F portfolio, value $540,710.
13F-HR 0001085146-25-000155 filed by Wallace Advisory Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 33,083 sharesChange vs previous 13F not available
0.42% of the 13F portfolio, value $577,629.
13F-HR 0001085146-24-004642 filed by Wallace Advisory Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).