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Good Steward Wealth Advisors,LLC: PFXF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Good Steward Wealth Advisors,LLC on PFXF, newest first. How the timeline and the estimate are built.

Good Steward Wealth Advisors,LLC held 596,179 PFXF shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 596,179 shares
    Change vs previous 13F -3,843 shares

    6.42% of the 13F portfolio, value $10,635,840.

    13F-HR 0001765380-26-000260 filed by Good Steward Wealth Advisors,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 600,022 shares
    Change vs previous 13F +3,541 shares

    6.77% of the 13F portfolio, value $10,524,382.

    13F-HR 0001765380-26-000135 filed by Good Steward Wealth Advisors,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 596,481 shares
    Change vs previous 13F +13,115 shares

    6.95% of the 13F portfolio, value $10,533,858.

    13F-HR 0001765380-26-000022 filed by Good Steward Wealth Advisors,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 583,366 shares
    Change vs previous 13F +84,684 shares

    7.16% of the 13F portfolio, value $10,366,417.

    13F-HR 0001765380-25-000439 filed by Good Steward Wealth Advisors,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 498,682 shares
    Change vs previous 13F +280,033 shares

    6.69% of the 13F portfolio, value $8,537,435.

    13F-HR 0001765380-25-000242 filed by Good Steward Wealth Advisors,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 218,649 shares
    Change vs previous 13F not available

    3.34% of the 13F portfolio, value $3,664,557.

    13F-HR 0001765380-25-000147 filed by Good Steward Wealth Advisors,LLC
    Filed (acceptance time not in the bulk data set), ingested

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