Margaret J. Ernst
Pathfinder Wealth Consulting, Inc.
Assets Managed
$0
Holdings
1
Last Quarter
2026 - Q2
Filed Date
4d ago
Growth Rate
-100%(2Q avg: -51.29%)
Sustained Growth
0 quarters
Portfolio positions
This chart displays the top 10 holdings in Pathfinder Wealth Consulting, Inc.'s 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 1 positions.
Assets under management
The assets under management (AUM) of Pathfinder Wealth Consulting, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 0 in assets, with a quarterly growth rate of -100% and a 2-quarter average growth rate of -51.29%. The portfolio is managed by Margaret J. Ernst, and others.
Portfolio holdings
| Investment | Portfolio % | Reported Value | Recent Activity |
|---|---|---|---|
ur-7⤦ Puerto Rico Com 5.625xxxpartial Call @100 Eff: 07 01 2026
| 0% | $0 0 shares@ $0.0 avg price | New Position |
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