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Activest Wealth Management: PFFD position timeline

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

Activest Wealth Management held 22,996 PFFD 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 22,996 shares
    Change vs previous 13F +67 shares

    0.08% of the 13F portfolio, value $429,790.

    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 22,929 shares
    Change vs previous 13F -7,053 shares

    0.07% of the 13F portfolio, value $421,897.

    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 29,982 shares
    Change vs previous 13F +114 shares

    0.11% of the 13F portfolio, value $566,954.

    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 29,868 shares
    Change vs previous 13F +111 shares

    0.12% of the 13F portfolio, value $580,336.

    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 29,757 shares
    Change vs previous 13F +114 shares

    0.14% of the 13F portfolio, value $560,318.

    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 29,643 shares
    Change vs previous 13F -147 shares

    0.15% of the 13F portfolio, value $564,402.

    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 29,790 shares
    Change vs previous 13F +358 shares

    0.16% of the 13F portfolio, value $581,206.

    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 29,432 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $611,597.

    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).