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Disclosery

Wealth Group Ltd: PBFR position timeline

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

Wealth Group Ltd held 30,520 PBFR shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 30,520 shares
    Change vs previous 13F +2,445 shares

    0.18% of the 13F portfolio, value $957,718.

    13F-HR 0002010748-26-000006 filed by Wealth Group Ltd
    Accepted , ingested

  2. period ended2026-06-30
    13F 28,075 shares
    Change vs previous 13F +20,095 shares

    0.16% of the 13F portfolio, value $860,218.

    13F-HR 0002010748-26-000003 filed by Wealth Group Ltd
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 7,980 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $231,420.

    13F-HR 0002010748-26-000002 filed by Wealth Group Ltd
    Filed (acceptance time not in the bulk data set), ingested

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