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Disclosery

Wealth Group, Ltd.: PG position timeline

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

Wealth Group, Ltd. held 27,549 PG shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 27,549 shares
    Change vs previous 13F +15,508 shares

    1.01% of the 13F portfolio, value $4,040,000.

    13F-HR 0002013988-26-000003 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).

  2. period ended2026-03-31
    13F 12,041 shares
    Change vs previous 13F +3,235 shares

    1.62% of the 13F portfolio, value $1,739,000.

    13F-HR 0002013988-26-000002 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).

  3. period ended2025-12-31
    13F 8,806 shares
    Change vs previous 13F -543 shares

    1.23% of the 13F portfolio, value $1,262,000.

    13F-HR 0002013988-26-000001 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).

  4. period ended2025-06-30
    13F 9,349 shares
    Change vs previous 13F -3,169 shares

    1.48% of the 13F portfolio, value $1,489,000.

    13F-HR 0002013988-25-000006 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).

  5. period ended2025-03-31
    13F 12,518 shares
    Change vs previous 13F -67 shares

    1.38% of the 13F portfolio, value $2,134,000.

    13F-HR 0002013988-25-000002 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).

  6. period ended2024-12-31
    13F 12,585 shares
    Change vs previous 13F -66 shares

    1.36% of the 13F portfolio, value $2,110,000.

    13F-HR 0002013988-25-000001 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).

  7. period ended2024-09-30
    13F/A 12,651 shares
    Change vs previous 13F not available

    1.47% of the 13F portfolio, value $2,191,000.

    13F-HR/A 0001665518-24-000007 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).