Crown Wealth Group, LLC PDEC holdings history
INNOVATOR U.S. EQUITY POWER · CUSIP 45782C540 · CIK 1845698
As of 2026-06-30, Crown Wealth Group, LLC reported 4.90K PDEC (shares), valued at $224.91K, or 0.06% of its reported non-derivative portfolio. Filed 2026-07-21.
Verify history & sources →Shares decreased 3.58%; reported value increased 4.11%, and weight changed +0.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 0.06% | 4,901 | SEC filing ↗Filed Jul 21, 2026 |
| Q1 2026 | 0.06% | 5,083 | SEC filing ↗Filed Apr 21, 2026 |
| Q4 2025 | 0.06% | 5,224 | SEC filing ↗Filed Jan 28, 2026 |
| Q3 2025 | 0.66% | 52,494 | SEC filing ↗Filed Oct 22, 2025 |
| Q2 2025 | 0.66% | 44,169 | SEC filing ↗Filed Jul 16, 2025 |
| Q1 2025 | 0.12% | 6,175 | SEC filing ↗Filed Apr 25, 2025 |
| Q4 2024 | 0.19% | 11,845 | SEC filing ↗Filed Feb 5, 2025 |
| Q3 2024 | 0.20% | 11,906 | SEC filing ↗Filed Nov 13, 2024 |
| Q2 2024 | 0.23% | 12,077 | SEC filing ↗Filed Jul 26, 2024 |
| Q1 2024 | 0.25% | 13,130 | SEC filing ↗Filed May 1, 2024 |
| Q4 2023 | 0.46% | 21,682 | SEC filing ↗Filed Jan 23, 2024 |
| Q3 2023 | 8.10% | 333,026 | SEC filing ↗Filed Oct 25, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 8.10% | 333,026 | $10.78M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Oct 25, 2023 |
| Q4 2023 | 0.46% | 21,682 | $761.04K | Shares decreased 93.49%; reported value decreased 92.94%, and weight changed -7.64 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 23, 2024 |
| Q1 2024 | 0.25% | 13,130 | $480.53K | Shares decreased 39.44%; reported value decreased 36.86%, and weight changed -0.21 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 1, 2024 |
| Q2 2024 | 0.23% | 12,077 | $453.01K | Shares decreased 8.02%; reported value decreased 5.73%, and weight changed -0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 26, 2024 |
| Q3 2024 | 0.20% | 11,906 | $456.12K | Shares decreased 1.42%; reported value increased 0.69%, and weight changed -0.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 13, 2024 |
| Q4 2024 | 0.19% | 11,845 | $455.08K | Shares decreased 0.51%; reported value decreased 0.23%, and weight changed -0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 5, 2025 |
| Q1 2025 | 0.12% | 6,175 | $232.18K | Shares decreased 47.87%; reported value decreased 48.98%, and weight changed -0.07 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 25, 2025 |
| Q2 2025 | 0.66% | 44,169 | $1.77M | Shares increased 615.29%; reported value increased 661.13%, and weight changed +0.54 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 16, 2025 |
| Q3 2025 | 0.66% | 52,494 | $2.21M | Shares increased 18.85%; reported value increased 24.82%, and weight changed +0.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 22, 2025 |
| Q4 2025 | 0.06% | 5,224 | $226.62K | Shares decreased 90.05%; reported value decreased 89.73%, and weight changed -0.60 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 28, 2026 |
| Q1 2026 | 0.06% | 5,083 | $216.03K | Shares decreased 2.70%; reported value decreased 4.67%, and weight changed +0.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 21, 2026 |
| Q2 2026 | 0.06% | 4,901 | $224.91K | Shares decreased 3.58%; reported value increased 4.11%, and weight changed +0.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 21, 2026 |
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