PCG Wealth Advisors, LLC

SEC CIK: 0001905393
Latest filing: Aug 3, 2026

SEC filings (opens in a new tab)

SPG holding history

Simon Property Group Inc. 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.

SPG overview All 13F holders of SPG Full Q2 2026 holdings

Shares (Q3 2023): 0; Sold out in Q3 2023
Value: $0
% of portfolio: 0.0%
Quarters held: 3; Since Q4 2022

Holdings of SPG by PCG Wealth Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q3 2023	0	$0	0.0%	−14,067−100.0%	Sold out	Holders
Q2 2023	14,067	$1.62M	1.0%	+21+0.1%	Added	Holders
Q1 2023	14,046	$1.57M	1.0%	+1,426+11.3%	Added	Holders
Q4 2022	12,620	$1.48M	0.9%	+12,620	New	Holders