FORM Wealth Advisors, LLC

SEC CIK: 0002053294
Latest filing: Jul 10, 2026

SEC filings (opens in a new tab)

PBI holding history

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

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

Shares (Q2 2026): 14,684
Value: $257.3K
% of portfolio: <0.1%
Quarters held: 3; Since Q4 2025

Holdings of PBI by FORM Wealth Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	14,684	$257.3K	<0.1%	00.0%	Unchanged	Holders
Q1 2026	14,684	$162.3K	<0.1%	00.0%	Unchanged	Holders
Q4 2025	14,684	$155.2K	<0.1%	–	No prior filing	Holders