Ledgewood Wealth Advisors, LLC
Holdings in PFS
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $13,392,712 | 678,112 | Shares | Sole | 2026-01-16 |
| 2025-09-30 | $13,110,631 | 680,012 | Shares | Sole | 2025-10-24 |
| 2025-06-30 | $11,920,610 | 680,012 | Shares | Sole | 2025-07-18 |
| 2025-03-31 | $11,675,806 | 680,012 | Shares | Sole | 2025-04-28 |
| 2024-12-31 | $12,831,826 | 680,012 | Shares | Sole | 2025-04-10 |
| 2024-09-30 | $12,265,208 | 660,841 | Shares | Sole | 2025-04-15 |
| 2024-06-30 | $9,309,490 | 648,745 | Shares | Sole | 2025-04-15 |
| 2024-03-31 | $9,312,400 | 639,149 | Shares | Sole | 2025-04-15 |
| 2023-12-31 | $11,350,840 | 629,553 | Shares | Sole | 2025-04-15 |