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Livermore
Livermore
ZHEN

PCG Wealth Advisors, LLC

SEC CIK
0001905393
Latest filing
Aug 3, 2026

EPR holding history

Epr Properties in every 13F filed by PCG Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

EPR overviewAll 13F holders of EPRFull Q2 2026 holdings

Shares (Q2 2026)
26,629
Value
$1.54M
% of portfolio
0.3%
Quarters held
15
Since Q3 2022
Holdings of EPR by PCG Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202626,629$1.54M0.3%00.0%UnchangedHolders
Q1 202626,629$1.33M0.3%+6,749+33.9%AddedHolders
Q4 202519,880$992.0K0.3%00.0%UnchangedHolders
Q3 202519,880$1.15M0.3%00.0%UnchangedHolders
Q2 202519,880$1.16M0.6%00.0%UnchangedHolders
Q1 202519,880$1.05M0.4%+5,776+41.0%AddedHolders
Q4 202414,104$624.5K0.2%00.0%UnchangedHolders
Q3 202414,104$691.7K0.3%00.0%UnchangedHolders
Q2 202414,104$592.1K0.3%00.0%UnchangedHolders
Q1 202414,104$598.7K0.3%+6,181+78.0%AddedHolders
Q4 20237,923$383.9K0.2%00.0%UnchangedHolders
Q3 20237,923$329.1K0.2%00.0%UnchangedHolders
Q2 20237,923$370.8K0.2%00.0%UnchangedHolders
Q1 20237,923$301.9K0.2%+7,923NewHolders
Q4 20220$00.0%−7,284−100.0%Sold outHolders
Q3 20227,284$262.0K0.1%+7,284NewHolders