LongView Wealth Management
CIK
0001990190
City
ATLANTA
State / Country
GA
Holdings in PFD
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $242,741 | 20,450 | Shares | Sole | 2026-01-13 |
| 2025-09-30 | $245,809 | 20,450 | Shares | Sole | 2025-10-14 |
| 2025-06-30 | $257,641 | 22,780 | Shares | Sole | 2025-07-11 |
| 2025-03-31 | $255,591 | 22,780 | Shares | Sole | 2025-04-21 |
| 2024-12-31 | $256,047 | 22,780 | Shares | Sole | 2025-01-15 |
| 2024-09-30 | $272,221 | 22,780 | Shares | Sole | 2024-10-09 |
| 2024-06-30 | $265,510 | 25,432 | Shares | Sole | 2024-07-22 |
| 2024-03-31 | $293,557 | 27,668 | Shares | Sole | 2024-04-16 |
| 2023-12-31 | $290,442 | 29,397 | Shares | Sole | 2024-01-10 |