account_balance

Investment manager · 13F filer · SEC CIK 2108842

Pathfinder Wealth Consulting, Inc.

Reported value$0as of Jun 30, 2026
Positions1 1 new, 163 sold out
Top 10 weight0.0%N/A alone is 0%
FiledJul 1010 days after quarter end

Portfolio · as of Jun 30, 2026

Where the money is

New or addedTrimmedHeld

This fund reports 1 stock.

Box size is the share of the fund. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 1 as a list
N/A 0.0% New

What changed

Biggest moves since Mar 31, 2026

Filed Jul 10, 2026, compared with the Apr 21, 2026 filing
add_circleNew
  • N/A $0
arrow_upwardAdded

None

arrow_downwardTrimmed

None

remove_circleSold out
  • VUG $8.82M
  • VTV $8.71M
  • AAPL $6.02M
  • MSFT $4.95M

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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