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Wealth Preservation Advisors, LLC: PCMM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wealth Preservation Advisors, LLC on PCMM, newest first. How the timeline and the estimate are built.

Wealth Preservation Advisors, LLC held 2,479 PCMM shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,479 shares
    Change vs previous 13F -2,093 shares

    0.07% of the 13F portfolio, value $123,640.

    13F-HR 0001968434-26-000007 filed by Wealth Preservation Advisors, LLC
    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 4,572 shares
    Change vs previous 13F +3,176 shares

    0.19% of the 13F portfolio, value $224,805.

    13F-HR 0001968434-26-000006 filed by Wealth Preservation Advisors, LLC
    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 1,396 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $69,968.

    13F-HR 0001968434-26-000005 filed by Wealth Preservation Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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