PCG Wealth Advisors, LLC historic quarter change: USA Other Stocks, Sold out
In shares no fund filing gives a ticker for, so this site has no page for them (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, PCG Wealth Advisors, LLC opened 3 positions, added to 2, reduced 1 and sold out of 4.
- Q2 2025: Stock BARRICK GOLD CORP; Country of operation —; Class COM; Shares before 54,645.
- Q4 2024: Stock BARRICK GOLD CORP; Country of operation —; Class COM; Shares before 11,038.
- Q2 2024: Stock AGENUS INC; Country of operation United States; Class COM NEW; Shares before 22,700.
- Q1 2024: Stock SOUTHWESTERN ENERGY CO; Country of operation United States; Class COM; Shares before 59,544.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1905393), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-03); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-28); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-05); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-13); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-07); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-05); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-21); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-16); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-15); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-19). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2021-12-31.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Index Venture Life Associates VI Ltd | Jersey | $0.396B | 1 |
| KELLEHER FINANCIAL ADVISORS | United States | $0.395B | 845 |
| Greenstone Partners & Co., LLC | United States | $0.395B | 9 |
| Raub Brock Capital Management LP | United States | $0.395B | 43 |
| Z3 Capital Partners, LLC | United States | $0.395B | 187 |
| Henderson Brothers Financial Partners, LLC | United States | $0.395B | 105 |
| SINGAPORE TECHNOLOGIES TELEMEDIA PTE LTD | Singapore | $0.396B | 1 |
| Prosperity Planning, Inc. | United States | $0.395B | 110 |
| LPWM LLC | United States | $0.396B | 94 |
| DKRT Investments Corp. | Canada | $0.395B | 48 |