Pathfinder Wealth Consulting
Latest statistics and disclosures from Pathfinder Wealth Consulting's latest quarterly 13F-HR filing:
- Top 5 stock holdings are Amr, and represent % of Pathfinder Wealth Consulting's stock portfolio.
- Added to shares of these 1 stock: Amr.
- Started 1 new stock position in Amr.
- Reduced shares in these 10 stocks: VUG (-$8.8M), VTV (-$8.7M), AAPL (-$6.0M), MSFT, FELG, FELV, AMZN, IUSV, GOOGL, .
- Sold out of its positions in T, ABT, ABBV, ACM, AMD, APD, GOOG, GOOGL, MO, AMZN.
- Pathfinder Wealth Consulting was a net seller of stock by $-154M.
- Central Index Key (CIK): 0002108842
Tip: Access up to 7 years of quarterly data
Positions held by Pathfinder Wealth Consulting consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Pathfinder Wealth Consulting
Pathfinder Wealth Consulting holds 1 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Amr | 0.0 | $0 | NEW | 0 | 0.00 |
|
Past Filings by Pathfinder Wealth Consulting
SEC 13F filings are viewable for Pathfinder Wealth Consulting going back to 2026
- Pathfinder Wealth Consulting 2026 Q2 filed July 10, 2026
- Pathfinder Wealth Consulting 2026 Q1 filed April 21, 2026