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Carmel Capital Partners, LLC: PFXF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Carmel Capital Partners, LLC on PFXF, newest first. How the timeline and the estimate are built.

Carmel Capital Partners, LLC held 296,250 PFXF shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 296,250 shares
    Change vs previous 13F -98,371 shares

    1.75% of the 13F portfolio, value $5,285,100.

    13F-HR 0001900481-26-000005 filed by Carmel Capital Partners, LLC
    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 394,621 shares
    Change vs previous 13F +21,373 shares

    2.5% of the 13F portfolio, value $6,921,653.

    13F-HR 0001900481-26-000003 filed by Carmel Capital Partners, LLC
    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 373,248 shares
    Change vs previous 13F +92,548 shares

    2.31% of the 13F portfolio, value $6,591,560.

    13F-HR 0001900481-26-000001 filed by Carmel Capital Partners, LLC
    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 280,700 shares
    Change vs previous 13F -214,213 shares

    2.1% of the 13F portfolio, value $4,988,039.

    13F-HR 0001900481-25-000009 filed by Carmel Capital Partners, LLC
    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 494,913 shares
    Change vs previous 13F +35,518 shares

    2.97% of the 13F portfolio, value $8,472,911.

    13F-HR 0001900481-25-000008 filed by Carmel Capital Partners, LLC
    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 459,395 shares
    Change vs previous 13F +31,156 shares

    3.03% of the 13F portfolio, value $7,699,460.

    13F-HR 0001900481-25-000004 filed by Carmel Capital Partners, LLC
    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 428,239 shares
    Change vs previous 13F +22,852 shares

    2.98% of the 13F portfolio, value $7,387,123.

    13F-HR 0001900481-25-000003 filed by Carmel Capital Partners, LLC
    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 405,387 shares
    Change vs previous 13F not available

    2.86% of the 13F portfolio, value $7,402,367.

    13F-HR 0001900481-24-000012 filed by Carmel Capital Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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