Number of Shares
4,478
Previous 3,511 27.54%
Holding current value
$1.12 Billion
Previous $805 Million 38.65%
% of portfolio
0.36%
Previous 0.3%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 14, 2025

BUY
N/A
967 Added 27.54%
4,478 $1.12 Billion
Q2 2025

Jul 10, 2025

BUY
N/A
1,683 Added 92.07%
3,511 $805 Million
Q1 2025

Apr 09, 2025

BUY
N/A
1,828 New
1,828 $376 Million
Track This Portfolio

Track Pioneer Wealth Management Group Portfolio

Follow Pioneer Wealth Management Group and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Pioneer Wealth Management Group, based on Form 13F filings with the SEC.

News

Stay updated on Pioneer Wealth Management Group with notifications on news.