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Disclosery

Wealth Group, Ltd.: PM position timeline

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

Wealth Group, Ltd. held 8,171 PM 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 8,171 shares
    Change vs previous 13F +1,339 shares

    0.37% of the 13F portfolio, value $1,478,000.

    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 6,832 shares
    Change vs previous 13F +1 shares

    1.05% of the 13F portfolio, value $1,130,000.

    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 6,831 shares
    Change vs previous 13F -309 shares

    1.07% of the 13F portfolio, value $1,096,000.

    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 7,140 shares
    Change vs previous 13F -3,478 shares

    1.29% of the 13F portfolio, value $1,300,000.

    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 10,618 shares
    Change vs previous 13F +57 shares

    1.09% of the 13F portfolio, value $1,686,000.

    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 10,561 shares
    Change vs previous 13F +364 shares

    0.82% of the 13F portfolio, value $1,271,000.

    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 10,197 shares
    Change vs previous 13F not available

    0.83% of the 13F portfolio, value $1,238,000.

    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).