Strategies Wealth Advisors, LLC
Position in PFLT — PennantPark Floating Rate Capital Ltd.
CIK 1976435
GRAND RAPIDS, MI
Position in PFLT
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$114,489
-$13,094 QoQ
Shares Held
14,240
+3.5% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
11 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in PFLT Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Strategies Wealth Advisors, LLC holds $1,052,631 across 5 Asset Management names. PFLT ranks #4 (10.9% of the industry book) .
All Filings in PFLT
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $114,489 | 14,240 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $127,583 | 13,763 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $118,308 | 13,308 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $133,473 | 12,921 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $140,423 | 12,549 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $135,925 | 12,436 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $137,497 | 11,884 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $133,494 | 11,568 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $128,150 | 11,261 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $132,749 | 10,971 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $217,165 | 20,372 | Shares | Sole | 2023-10-10 | |
| No filing history on record for this holder in this stock. | ||||||