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ADVISORY RESEARCH INC: PFGC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ADVISORY RESEARCH INC on PFGC, newest first. How the timeline and the estimate are built.

ADVISORY RESEARCH INC held 52,549 PFGC shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 52,549 shares
    Change vs previous 13F -1,203 shares

    0.59% of the 13F portfolio, value $5,874,452.

    13F-HR 0000902584-26-000007 filed by ADVISORY RESEARCH INC
    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 53,752 shares
    Change vs previous 13F -82,014 shares

    0.57% of the 13F portfolio, value $4,604,396.

    13F-HR 0000902584-26-000003 filed by ADVISORY RESEARCH INC
    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 135,766 shares
    Change vs previous 13F -5,409 shares

    1.53% of the 13F portfolio, value $12,208,079.

    13F-HR 0000902584-26-000002 filed by ADVISORY RESEARCH INC
    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 141,175 shares
    Change vs previous 13F -3,070 shares

    1.93% of the 13F portfolio, value $14,687,847.

    13F-HR 0000902584-25-000004 filed by ADVISORY RESEARCH INC
    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 144,245 shares
    Change vs previous 13F -7,153 shares

    1.94% of the 13F portfolio, value $12,617,110.

    13F-HR 0001085146-25-005021 filed by ADVISORY RESEARCH INC
    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 151,398 shares
    Change vs previous 13F +1,267 shares

    2.1% of the 13F portfolio, value $11,904,425.

    13F-HR 0001085146-25-003120 filed by ADVISORY RESEARCH INC
    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 150,131 shares
    Change vs previous 13F +1,759 shares

    2.11% of the 13F portfolio, value $12,693,576.

    13F-HR 0001085146-25-001329 filed by ADVISORY RESEARCH INC
    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 148,372 shares
    Change vs previous 13F not available

    2.07% of the 13F portfolio, value $11,627,914.

    13F-HR 0001085146-24-005704 filed by ADVISORY RESEARCH INC
    Filed (acceptance time not in the bulk data set), ingested

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