Pioneer Wealth Management Group

13F Filings History

Latest 13F report
Q3 2024 - Oct 7, 2024
Value $
$210M
Signature - Title
Nicole Renaux - Chief Compliance Officer
Location
Austin, TX
Summary
This page shows a list of all the recent 13F filings made by Pioneer Wealth Management Group. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Pioneer Wealth Management Group reported 42 stock holdings with total value $210M as of Q3 2024. Top holdings included DFAU, DFAI, SCHZ, DFAE, and SCHH.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 42 $210M +$20.1M -$10.3M +$9.82M DFAU, DFAI, SCHZ, DFAE, SCHH 13F-HR 10/7/2024, 01:50 PM
Q2 2024 40 $188M +$15.7M -$2.44M +$13.3M DFAU, DFAI, SCHZ, BSV, VCSH 13F-HR 7/12/2024, 02:11 PM
Q1 2024 39 $175M +$27.4M -$18.9M +$8.44M DFAU, DFAI, SCHZ, BSV, VCSH 13F-HR 4/11/2024, 10:03 AM
Q4 2023 37 $161M +$32.1M -$13.3M +$18.8M DFAU, SCHZ, DFAI, BSV, VCSH 13F-HR 1/9/2024, 05:51 PM
Q3 2023 36 $131M +$15.4M -$5.57M +$9.85M BSV, SCHZ, DFAU, DFAI, VCSH 13F-HR 11/6/2023, 06:04 PM
Q2 2023 37 $126M +$13.2M -$1.82M +$11.4M BSV, DFAU, SCHZ, DFAI, VCSH 13F-HR 7/11/2023, 09:05 PM
Q1 2023 31 $112M +$8.41M -$6.12M +$2.3M BSV, SCHZ, DFAU, DFAI, VV 13F-HR 4/21/2023, 06:08 PM
Q4 2022 33 $106M $0 $0 SCHZ, BSV, DFAU, DFAI, VCIT 13F-HR 4/20/2023, 09:46 PM