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Disclosery

WFA of San Diego, LLC: PXF position timeline

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

WFA of San Diego, LLC held 10,685 PXF 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 10,685 shares
    Change vs previous 13F -586 shares

    0.69% of the 13F portfolio, value $848,456.

    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 11,271 shares
    Change vs previous 13F -81 shares

    0.63% of the 13F portfolio, value $787,808.

    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 11,352 shares
    Change vs previous 13F -284 shares

    0.54% of the 13F portfolio, value $744,034.

    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 11,636 shares
    Change vs previous 13F -125 shares

    0.49% of the 13F portfolio, value $711,802.

    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 11,761 shares
    Change vs previous 13F -168 shares

    0.5% of the 13F portfolio, value $675,288.

    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 11,929 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $621,833.

    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).