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FAS Wealth Partners, Inc.: PFG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of FAS Wealth Partners, Inc. on PFG, newest first. How the timeline and the estimate are built.

FAS Wealth Partners, Inc. held 42,206 PFG shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 42,206 shares
    Change vs previous 13F +3,484 shares

    0.24% of the 13F portfolio, value $4,548,913.

    13F-HR 0001398344-26-012965 filed by FAS Wealth Partners, 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 38,722 shares
    Change vs previous 13F +1,812 shares

    0.22% of the 13F portfolio, value $3,489,246.

    13F-HR 0001398344-26-010659 filed by FAS Wealth Partners, 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 36,910 shares
    Change vs previous 13F +2,406 shares

    0.21% of the 13F portfolio, value $3,255,861.

    13F-HR 0001398344-26-003331 filed by FAS Wealth Partners, 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 34,504 shares
    Change vs previous 13F +1,629 shares

    0.19% of the 13F portfolio, value $2,860,720.

    13F-HR 0001398344-25-019940 filed by FAS Wealth Partners, 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 32,875 shares
    Change vs previous 13F +2,843 shares

    0.19% of the 13F portfolio, value $2,611,256.

    13F-HR 0001398344-25-015492 filed by FAS Wealth Partners, 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 30,032 shares
    Change vs previous 13F +1,134 shares

    0.21% of the 13F portfolio, value $2,533,776.

    13F-HR 0001398344-25-008635 filed by FAS Wealth Partners, Inc.
    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 28,898 shares
    Change vs previous 13F +850 shares

    0.19% of the 13F portfolio, value $2,237,004.

    13F-HR 0001398344-25-002948 filed by FAS Wealth Partners, Inc.
    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 28,048 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $2,409,313.

    13F-HR 0001398344-24-018955 filed by FAS Wealth Partners, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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