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Activest Wealth Management: PFF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Activest Wealth Management on PFF, newest first. How the timeline and the estimate are built.

Activest Wealth Management held 2,482 PFF shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,482 shares
    Change vs previous 13F -30,092 shares

    0.01% of the 13F portfolio, value $75,676.

    13F-HR 0001883134-26-000003 filed by Activest Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 32,574 shares
    Change vs previous 13F +9,725 shares

    0.17% of the 13F portfolio, value $987,644.

    13F-HR 0001883134-26-000002 filed by Activest Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 22,849 shares
    Change vs previous 13F +20,000 shares

    0.13% of the 13F portfolio, value $707,405.

    13F-HR 0001883134-26-000001 filed by Activest Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 2,849 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $90,085.

    13F-HR 0001883134-25-000008 filed by Activest Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 2,849 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $87,407.

    13F-HR 0001883134-25-000005 filed by Activest Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 2,849 shares
    Change vs previous 13F +244 shares

    0.02% of the 13F portfolio, value $87,550.

    13F-HR 0001883134-25-000004 filed by Activest Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 2,605 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $81,901.

    13F-HR 0001883134-25-000001 filed by Activest Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 2,605 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $86,564.

    13F-HR 0001879757-24-000010 filed by Activest Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).