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Disclosery

WFA of San Diego, LLC: PCY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WFA of San Diego, LLC on PCY, newest first. How the timeline and the estimate are built.

WFA of San Diego, LLC held 14,411 PCY 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 14,411 shares
    Change vs previous 13F -58 shares

    0.25% of the 13F portfolio, value $306,522.

    13F-HR 0001821407-26-000004 filed by WFA of San Diego, 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 14,469 shares
    Change vs previous 13F -606 shares

    0.24% of the 13F portfolio, value $302,402.

    13F-HR 0001821407-26-000003 filed by WFA of San Diego, 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 15,075 shares
    Change vs previous 13F +392 shares

    0.24% of the 13F portfolio, value $326,525.

    13F-HR 0001821407-26-000002 filed by WFA of San Diego, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 14,683 shares
    Change vs previous 13F -1,045 shares

    0.22% of the 13F portfolio, value $316,565.

    13F-HR 0001821407-26-000001 filed by WFA of San Diego, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 15,728 shares
    Change vs previous 13F +13,698 shares

    0.24% of the 13F portfolio, value $321,323.

    13F-HR 0001986042-25-000017 filed by WFA of San Diego, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-09-30
    13F 2,030 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $43,645.

    13F-HR 0001986042-24-000020 filed by WFA of San Diego, LLC
    Filed (acceptance time not in the bulk data set), ingested

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