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Pension & Wealth Management Advisors, Inc.ETFConcentrated trader

CIK: 0002145782 | WALTHAM, MA

Q2 2026 vs Q3 2026 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q3 2026
13F-HR1346$441.0M2026-10-16SEC ↗
Q2 2026
13F-HR544$370.9M2026-08-07SEC ↗
Q1 2026
13F-HR514$337.2M2026-08-07SEC ↗
Q4 2025
13F-HR537$337.3M2026-08-07SEC ↗
Q3 2025
13F-HR539$317.2M2026-08-07SEC ↗
Q2 2025
13F-HR500$298.4M2026-08-07SEC ↗
Q1 2025
13F-HR480$268.9M2026-08-07SEC ↗
Q4 2024
13F-HR474$250.4M2026-08-07SEC ↗
Q3 2024
13F-HR379$195.0M2026-08-07SEC ↗
Q2 2024
13F-HR362$174.2M2026-08-07SEC ↗
Q1 2024
13F-HR349$152.0M2026-08-07SEC ↗
Q4 2023
13F-HR318$158.7M2026-08-07SEC ↗
Q3 2023
13F-HR268$138.8M2026-08-07SEC ↗
Q2 2023
13F-HR270$134.9M2026-08-07SEC ↗
Q1 2023
13F-HR320$127.0M2026-08-07SEC ↗
Q4 2022
13F-HR265$116.8M2026-08-07SEC ↗