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Cetera Investment Advisers: PFG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Cetera Investment Advisers on PFG, newest first. How the timeline and the estimate are built.

Cetera Investment Advisers held 144,930 PFG shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 144,930 shares
    Change vs previous 13F +13,202 shares

    0.01% of the 13F portfolio, value $15,620,595.

    13F-HR 0001666741-26-000004 filed by Cetera Investment Advisers
    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 131,728 shares
    Change vs previous 13F +21,999 shares

    0.01% of the 13F portfolio, value $11,869,989.

    13F-HR 0001666741-26-000002 filed by Cetera Investment Advisers
    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 109,729 shares
    Change vs previous 13F +27,625 shares

    0.01% of the 13F portfolio, value $9,679,230.

    13F-HR 0001666741-26-000001 filed by Cetera Investment Advisers
    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 82,104 shares
    Change vs previous 13F +20,045 shares

    0.01% of the 13F portfolio, value $6,807,304.

    13F-HR 0001085146-25-005999 filed by Cetera Investment Advisers
    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 62,059 shares
    Change vs previous 13F +495 shares

    0.01% of the 13F portfolio, value $4,929,390.

    13F-HR 0001085146-25-004744 filed by Cetera Investment Advisers
    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 61,564 shares
    Change vs previous 13F +5,461 shares

    0.01% of the 13F portfolio, value $5,194,153.

    13F-HR 0001085146-25-002658 filed by Cetera Investment Advisers
    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 56,103 shares
    Change vs previous 13F -253 shares

    0.01% of the 13F portfolio, value $4,342,915.

    13F-HR 0001085146-25-001367 filed by Cetera Investment Advisers
    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 56,356 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $4,840,977.

    13F-HR 0001085146-24-005656 filed by Cetera Investment Advisers
    Filed (acceptance time not in the bulk data set), ingested

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