Brendel Financial Advisors LLC: PFXF position timeline

Brendel Financial Advisors LLC held 0 PFXF shares at 2026-03-31 per its 13F-HR filed 2026-04-15.

the latest 13F is the newest step

1. period ended2026-03-31

   13F 0 shares

   Change vs previous 13F -163,097 shares

   13F-HR 0001768065-26-000002 filed by Brendel Financial Advisors LLC
   Filed 2026-04-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

   Exited: the 13F for this period no longer lists the position.

2. period ended2025-12-31

   13F 163,097 shares

   Change vs previous 13F +5,612 shares

   1.42% of the 13F portfolio, value $2,880,294.

   13F-HR 0001768065-26-000001 filed by Brendel Financial Advisors LLC
   Filed 2026-01-26 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

3. period ended2025-09-30

   13F 157,485 shares

   Change vs previous 13F +11,644 shares

   1.44% of the 13F portfolio, value $2,798,509.

   13F-HR 0001768065-25-000006 filed by Brendel Financial Advisors LLC
   Filed 2025-10-20 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

4. period ended2025-06-30

   13F 145,841 shares

   Change vs previous 13F +4,101 shares

   1.4% of the 13F portfolio, value $2,497,000.

   13F-HR 0001768065-25-000004 filed by Brendel Financial Advisors LLC
   Filed 2025-07-11 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

5. period ended2025-03-31

   13F 141,740 shares

   Change vs previous 13F -189 shares

   1.44% of the 13F portfolio, value $2,376,000.

   13F-HR 0001768065-25-000003 filed by Brendel Financial Advisors LLC
   Filed 2025-04-22 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

6. period ended2024-12-31

   13F 141,929 shares

   Change vs previous 13F -10,627 shares

   1.48% of the 13F portfolio, value $2,448,000.

   13F-HR 0001768065-25-000001 filed by Brendel Financial Advisors LLC
   Filed 2025-01-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

7. period ended2024-09-30

   13F 152,556 shares

   Change vs previous 13F not available

   1.58% of the 13F portfolio, value $2,786,000.

   13F-HR 0001768065-24-000005 filed by Brendel Financial Advisors LLC
   Filed 2024-10-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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