Woodside Wealth Management LLC: PRF position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Woodside Wealth Management LLC on PRF, newest first. How the timeline and the estimate are built.
Woodside Wealth Management LLC held 175,165 PRF shares at 2026-06-30 per its 13F-HR filed 2026-07-24.
the latest 13F is the newest step
- period ended2026-06-3013F 175,165 sharesChange vs previous 13F +755 shares
6.59% of the 13F portfolio, value $9,464,165.
13F-HR 0001214659-26-008869 filed by Woodside Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 174,410 sharesChange vs previous 13F +4,705 shares
6.48% of the 13F portfolio, value $8,289,707.
13F-HR 0001214659-26-004566 filed by Woodside Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 169,705 sharesChange vs previous 13F -295 shares
5.94% of the 13F portfolio, value $7,962,559.
13F-HR 0002064883-26-000001 filed by Woodside Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 170,000 sharesChange vs previous 13F +1,225 shares
6.06% of the 13F portfolio, value $7,685,700.
13F-HR 0002064883-25-000003 filed by Woodside Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 168,775 sharesChange vs previous 13F -1,210 shares
6.14% of the 13F portfolio, value $7,134,119.
13F-HR 0002064883-25-000002 filed by Woodside Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 169,985 sharesChange vs previous 13F not available
6.37% of the 13F portfolio, value $6,869,094.
13F-HR 0002064883-25-000001 filed by Woodside Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).