Pioneer Wealth Management Group

13F Portfolio Filings

Most recent 13F
Q3 2024
Location
Austin, TX
CIK
0001973339
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q3 2024 42 209,711 DFAU, DFAI, SCHZ, DFAE 13F-HR 10/7/2024 000108514624004666
Q2 2024 40 188,274 DFAU, DFAI, SCHZ, BSV 13F-HR 7/12/2024 000108514624002892
Q1 2024 39 174,938 DFAU, DFAI, SCHZ, BSV 13F-HR 4/11/2024 000108514624001717
Q4 2023 37 160,652 DFAU, SCHZ, DFAI, BSV 13F-HR 1/9/2024 000108514624000122
Q3 2023 36 131,290 BSV, SCHZ, DFAU, DFAI 13F-HR 11/6/2023 000108514623004134
Q2 2023 37 125,861 BSV, DFAU, SCHZ, DFAI 13F-HR 7/11/2023 000108514623002647
Q1 2023 31 112,380 BSV, SCHZ, DFAU, DFAI 13F-HR 4/24/2023 000108514623001834
Q4 2022 33 106,145 SCHZ, BSV, DFAU, DFAI 13F-HR 4/20/2023 000108514623001816