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Goelzer Investment Management, Inc.: PFG position timeline

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

Goelzer Investment Management, Inc. held 112,394 PFG shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 112,394 shares
    Change vs previous 13F -4,480 shares

    0.53% of the 13F portfolio, value $12,113,807.

    13F-HR 0001550057-26-000003 filed by Goelzer Investment 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 116,874 shares
    Change vs previous 13F +286 shares

    0.51% of the 13F portfolio, value $10,531,502.

    13F-HR 0001550057-26-000002 filed by Goelzer Investment 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 116,588 shares
    Change vs previous 13F +394 shares

    0.48% of the 13F portfolio, value $10,284,234.

    13F-HR 0001550057-26-000001 filed by Goelzer Investment 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 116,194 shares
    Change vs previous 13F -2,737 shares

    0.51% of the 13F portfolio, value $9,633,674.

    13F-HR 0001085146-25-005926 filed by Goelzer Investment 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 118,931 shares
    Change vs previous 13F -1,284 shares

    0.52% of the 13F portfolio, value $9,446,651.

    13F-HR 0001085146-25-003611 filed by Goelzer Investment 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/A 120,215 shares
    Change vs previous 13F -1,731 shares

    0.59% of the 13F portfolio, value $10,142,536.

    13F-HR/A 0001085146-25-002400 filed by Goelzer Investment Management, 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 121,946 shares
    Change vs previous 13F -2,719 shares

    0.55% of the 13F portfolio, value $9,439,852.

    13F-HR 0001085146-25-000355 filed by Goelzer Investment Management, 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 124,665 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $10,708,693.

    13F-HR 0001085146-24-004632 filed by Goelzer Investment Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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