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Manager record

Pathfinder Wealth Consulting, Inc.

Wilmington, NC · CIK 2108842 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$0Reported 13F valueQ2 2026 · as filed
1Holdings listed
3Quarters on record
Jul 10Latest filed
Reported 13F value by quarter, Q4 2025 to Q1 2026Q4 2025: $158.4M$158.4MQ4 2025166 holdingsQ1 2026: $154.3M$154.3MQ1 2026163 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Jul 10 2026 13F-HR · period Q2 2026

1 holdings listed · View original SEC filing ↗
Apr 21 2026 13F-HR · period Q1 2026

$154.30M · 163 holdings listed · View original SEC filing ↗
Feb 09 2026 13F-HR · period Q4 2025

$158.40M · 166 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q2 2026 · latest filing Jul 10, 2026 · Change methodology