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Disclosery

WMG Financial Advisors, LLC: PCT position timeline

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

WMG Financial Advisors, LLC held 77,500 PCT shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 77,500 shares
    Change vs previous 13F -1,600 shares

    0.24% of the 13F portfolio, value $628,525.

    13F-HR 0002085853-26-000819 filed by WMG Financial 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 79,100 shares
    Change vs previous 13F +6,600 shares

    0.17% of the 13F portfolio, value $410,529.

    13F-HR 0002085853-26-000472 filed by WMG Financial 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 72,500 shares
    Change vs previous 13F +26,100 shares

    0.26% of the 13F portfolio, value $622,775.

    13F-HR 0002085853-26-000115 filed by WMG Financial Advisors, 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 46,400 shares
    Change vs previous 13F +7,500 shares

    0.2% of the 13F portfolio, value $610,160.

    13F-HR 0002085853-25-000146 filed by WMG Financial Advisors, 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 38,900 shares
    Change vs previous 13F +10,250 shares

    0.2% of the 13F portfolio, value $532,930.

    13F-HR 0001667731-25-000945 filed by WMG Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 28,650 shares
    Change vs previous 13F -1,000 shares

    0.08% of the 13F portfolio, value $198,258.

    13F-HR 0001667731-25-000597 filed by WMG Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 29,650 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $303,913.

    13F-HR 0001667731-25-000213 filed by WMG Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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