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Flaharty Asset Management, LLC: PFM position timeline

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

Flaharty Asset Management, LLC held 47,080 PFM shares at 2026-06-30 per its 13F-HR filed 2026-07-08.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 47,080 shares
    Change vs previous 13F -452,937 shares

    3.77% of the 13F portfolio, value $2,633,913.

    13F-HR 0001420506-26-001202 filed by Flaharty Asset Management, 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 500,017 shares
    Change vs previous 13F -1,507 shares

    3.17% of the 13F portfolio, value $25,546,821.

    13F-HR 0001420506-26-000797 filed by Flaharty Asset Management, 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 501,524 shares
    Change vs previous 13F +1,425 shares

    3.23% of the 13F portfolio, value $25,830,827.

    13F-HR 0001420506-26-000194 filed by Flaharty Asset Management, 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 500,099 shares
    Change vs previous 13F +7,475 shares

    3.22% of the 13F portfolio, value $25,378,592.

    13F-HR 0001420506-25-002978 filed by Flaharty Asset Management, 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/A 492,624 shares
    Change vs previous 13F +20,275 shares

    3.25% of the 13F portfolio, value $23,729,703.

    13F-HR/A 0001420506-25-003061 filed by Flaharty Asset Management, 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 472,349 shares
    Change vs previous 13F -326,297 shares

    3.12% of the 13F portfolio, value $21,624,146.

    13F-HR 0001420506-25-001330 filed by Flaharty Asset Management, 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 798,646 shares
    Change vs previous 13F -21,268 shares

    5.35% of the 13F portfolio, value $36,625,881.

    13F-HR 0001420506-25-000148 filed by Flaharty Asset Management, 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 819,914 shares
    Change vs previous 13F not available

    5.37% of the 13F portfolio, value $38,167,024.

    13F-HR 0001420506-24-002140 filed by Flaharty Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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