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Disclosery

Costello Asset Management, INC: PFL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Costello Asset Management, INC on PFL, newest first. How the timeline and the estimate are built.

Costello Asset Management, INC held 1,239 PFL shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,239 shares
    Change vs previous 13F +37 shares

    <0.01% of the 13F portfolio, value $9,763.

    13F-HR 0001760145-26-000004 filed by Costello Asset Management, 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 1,202 shares
    Change vs previous 13F +34 shares

    <0.01% of the 13F portfolio, value $9,615.

    13F-HR 0001760145-26-000003 filed by Costello Asset Management, 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 1,168 shares
    Change vs previous 13F -700 shares

    <0.01% of the 13F portfolio, value $9,844.

    13F-HR 0001760145-26-000001 filed by Costello Asset Management, 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 1,868 shares
    Change vs previous 13F +32 shares

    0.01% of the 13F portfolio, value $15,913.

    13F-HR 0001760145-25-000006 filed by Costello Asset Management, 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 1,836 shares
    Change vs previous 13F +32 shares

    0.01% of the 13F portfolio, value $15,309.

    13F-HR 0001760145-25-000003 filed by Costello Asset Management, 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 1,804 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $15,516.

    13F-HR 0001760145-25-000002 filed by Costello Asset Management, INC
    Filed (acceptance time not in the bulk data set), ingested

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