Position in PSLV
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$240,366
-$70,313 QoQ
Shares Held
12,738
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#343
of 473 holders
Holding Since
Dec 2021
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PSLV Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Crown Wealth Group, LLC holds $1,695,374 across 3 Asset Management names. PSLV ranks #3 (14.2% of the industry book) .
All Filings in PSLV
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $240,366 | 12,738 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $310,679 | 12,738 | Shares | Sole | 2026-04-21 | |
| 2025-06-30 | $201,090 | 16,429 | Shares | Sole | 2025-07-16 | |
| 2024-09-30 | $176,908 | 16,929 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $353,517 | 35,601 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $215,274 | 25,968 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $169,421 | 20,968 | Shares | Sole | 2024-01-23 | |
| 2022-03-31 | $184,170 | 21,000 | Shares | Sole | 2022-07-13 | |
| 2021-12-31 | $519,543 | 64,781 | Shares | Sole | 2022-07-13 | |
| No filing history on record for this holder in this stock. | ||||||