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Bedel Financial Consulting, Inc.: PFFV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Bedel Financial Consulting, Inc. on PFFV, newest first. How the timeline and the estimate are built.

Bedel Financial Consulting, Inc. held 169,993 PFFV shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 169,993 shares
    Change vs previous 13F +3,466 shares

    0.36% of the 13F portfolio, value $3,744,946.

    13F-HR 0001765380-26-000237 filed by Bedel Financial Consulting, 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 166,527 shares
    Change vs previous 13F -21,537 shares

    0.42% of the 13F portfolio, value $3,635,001.

    13F-HR 0001765380-26-000143 filed by Bedel Financial Consulting, 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 188,064 shares
    Change vs previous 13F -28,867 shares

    0.45% of the 13F portfolio, value $4,178,782.

    13F-HR 0001765380-26-000047 filed by Bedel Financial Consulting, 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 216,931 shares
    Change vs previous 13F -9,163 shares

    0.64% of the 13F portfolio, value $5,015,445.

    13F-HR 0001765380-25-000442 filed by Bedel Financial Consulting, 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 226,094 shares
    Change vs previous 13F -565 shares

    0.7% of the 13F portfolio, value $5,154,939.

    13F-HR 0001765380-25-000339 filed by Bedel Financial Consulting, 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 226,659 shares
    Change vs previous 13F +407 shares

    0.75% of the 13F portfolio, value $5,236,952.

    13F-HR 0001765380-25-000177 filed by Bedel Financial Consulting, 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 226,252 shares
    Change vs previous 13F -5,206 shares

    0.75% of the 13F portfolio, value $5,411,936.

    13F-HR 0001765380-25-000052 filed by Bedel Financial Consulting, 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 231,458 shares
    Change vs previous 13F not available

    0.79% of the 13F portfolio, value $5,566,560.

    13F-HR 0001765380-24-000437 filed by Bedel Financial Consulting, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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