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Wood Tarver Financial Group, LLC: PFEB position timeline

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

Wood Tarver Financial Group, LLC held 11,483 PFEB shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,483 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $494,000.

    13F-HR 0002059344-26-000003 filed by Wood Tarver Financial Group, 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 11,483 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $460,000.

    13F-HR 0002059344-26-000002 filed by Wood Tarver Financial Group, 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 11,483 shares
    Change vs previous 13F -1,192 shares

    0.13% of the 13F portfolio, value $467,000.

    13F-HR 0002059344-26-000001 filed by Wood Tarver Financial Group, 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 12,675 shares
    Change vs previous 13F -110 shares

    0.15% of the 13F portfolio, value $503,000.

    13F-HR 0002059344-25-000005 filed by Wood Tarver Financial Group, 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 12,785 shares
    Change vs previous 13F -12,451 shares

    0.15% of the 13F portfolio, value $485,000.

    13F-HR 0002059344-25-000002 filed by Wood Tarver Financial Group, 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 25,236 shares
    Change vs previous 13F +14,695 shares

    0.29% of the 13F portfolio, value $903,954.

    13F-HR 0001898296-25-000008 filed by Wood Tarver Financial Group, 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 10,541 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $387,000.

    13F-HR 0002059344-25-000001 filed by Wood Tarver Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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