COFG Advisors, LLC: PSEP position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of COFG Advisors, LLC on PSEP, newest first. How the timeline and the estimate are built.
COFG Advisors, LLC held 43,561 PSEP shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 43,561 sharesChange vs previous 13F -1,017 shares
0.35% of the 13F portfolio, value $2,005,984.
13F-HR 0001951757-26-001267 filed by COFG Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 44,578 sharesChange vs previous 13F 0 shares
0.47% of the 13F portfolio, value $1,919,529.
13F-HR 0001951757-26-000816 filed by COFG Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 44,578 sharesChange vs previous 13F not available
0.48% of the 13F portfolio, value $1,948,861.
13F-HR 0001951757-26-000404 filed by COFG Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).