FLYWHEEL PRIVATE WEALTH LLC PBFS β€” PIONEER BANCORP INC MD

Ownership history in FLYWHEEL PRIVATE WEALTH LLC  Β·  1 quarter on record

AI Ownership Summary

FLYWHEEL PRIVATE WEALTH LLC reported PIONEER BANCORP INC MD (PBFS) in 1 quarterly 13F filing from 2026 Q1 through 2026 Q1. Peak portfolio weight reached 0.32% in 2026 Q1. The latest visible filing shows PBFS at 0.32% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this PBFS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was FLYWHEEL PRIVATE WEALTH LLC's position in PIONEER BANCORP INC MD, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

PBFS was reported at 0.32% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.32% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How FLYWHEEL PRIVATE WEALTH LLC held PBFS β€” position size vs. price
% of Fund (quarterly)    PBFS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 INITIATED β€” β€” β€” 40,000 β€” β€” 0.32% $557K 2026-04-16 $14.10

FAQ About FLYWHEEL PRIVATE WEALTH LLC and PBFS

These are the practical questions this page is built to answer before you even open the full history table.

How long has FLYWHEEL PRIVATE WEALTH LLC reported owning PBFS?

FLYWHEEL PRIVATE WEALTH LLC reported PBFS across 1 quarterly 13F filings, from 2026 Q1 through 2026 Q1.

What was the largest reported PBFS position in FLYWHEEL PRIVATE WEALTH LLC's portfolio?

The largest reported portfolio weight for PBFS was 0.32% in 2026 Q1.

What is the latest reported PBFS position on this page?

The most recent filing on this page is 2026 Q1, when FLYWHEEL PRIVATE WEALTH LLC reported 40,000 shares, equal to 0.32% of portfolio, with an estimated market value of $557K.

What does the chart on this PBFS ownership page compare?

The chart compares FLYWHEEL PRIVATE WEALTH LLC's quarterly PBFS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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