PENSION & WEALTH MANAGEMENT ADVISORS, INC.

Pension

Position in ESTC — Elastic N.V.

CIK 2145782 WALTHAM, MA

Position in ESTC

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$219,698

+$112,420 QoQ

Shares Held

3,853

+79.5% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

#251

of 369 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

PENSION & WEALTH MANAGEMENT ADVISORS, INC. holds $2,224,969 across 19 Software - Application names. ESTC ranks #4 (9.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GRAB	Grab Holdings Ltd	107,832	$406,526
2	UBER	Uber Technologies, Inc	4,478	$323,132
3	ADSK	Autodesk, Inc.	1,158	$225,138
4	ESTC	Elastic N.V. This page	3,853	$219,698
5	DT	Dynatrace, Inc.	4,565	$200,449
6	PAR	Par Technology Corp	9,473	$165,019
7	TTAN	ServiceTitan, Inc.	2,169	$153,369
8	SAP	Sap SE	743	$114,503

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$219,698	3,853	+79.5%	Shares	Sole	2026-08-07
2026-03-31	$107,278	2,146	+18.6%	Shares	Sole	2026-08-07
2025-12-31	$136,546	1,810	-47.3%	Shares	Sole	2026-08-07
2025-09-30	$289,969	3,432	+47.9%	Shares	Sole	2026-08-07
2025-06-30	$195,729	2,321	+14.1%	Shares	Sole	2026-08-07
2025-03-31	$181,318	2,035	+63.3%	Shares	Sole	2026-08-07
2024-12-31	$123,453	1,246	-24.2%	Shares	Sole	2026-08-07
2024-09-30	$126,116	1,643	-12.5%	Shares	Sole	2026-08-07
2024-06-30	$213,922	1,878	0.0%	Shares	Sole	2026-08-07
2024-03-31	$188,250	1,878	+31.3%	Shares	Sole	2026-08-07
2023-12-31	$161,161	1,430	-0.9%	Shares	Sole	2026-08-07
2023-09-30	$117,229	1,443	-0.9%	Shares	Sole	2026-08-07
2023-06-30	$93,358	1,456	-17.0%	Shares	Sole	2026-08-07
2023-03-31	$101,614	1,755	+3.2%	Shares	Sole	2026-08-07
2022-12-31	$87,550	1,700	—	Shares	Sole	2026-08-07
No filing history on record for this holder in this stock.