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GW HENSSLER & ASSOCIATES LTD: PFG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of GW HENSSLER & ASSOCIATES LTD on PFG, newest first. How the timeline and the estimate are built.

GW HENSSLER & ASSOCIATES LTD held 223,260 PFG 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 223,260 shares
    Change vs previous 13F -666 shares

    1.07% of the 13F portfolio, value $24,062,955.

    13F-HR 0001172661-26-002877 filed by GW HENSSLER & ASSOCIATES LTD
    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 223,926 shares
    Change vs previous 13F +387 shares

    0.95% of the 13F portfolio, value $20,177,994.

    13F-HR 0001172661-26-002261 filed by GW HENSSLER & ASSOCIATES LTD
    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 223,539 shares
    Change vs previous 13F +4,607 shares

    0.95% of the 13F portfolio, value $19,718,413.

    13F-HR 0001172661-26-000567 filed by GW HENSSLER & ASSOCIATES LTD
    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 218,932 shares
    Change vs previous 13F +5,314 shares

    0.91% of the 13F portfolio, value $18,151,650.

    13F-HR 0001080369-26-000001 filed by GW HENSSLER & ASSOCIATES LTD
    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 213,618 shares
    Change vs previous 13F +4,124 shares

    0.91% of the 13F portfolio, value $16,967,709.

    13F-HR 0001080369-25-000009 filed by GW HENSSLER & ASSOCIATES LTD
    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 209,494 shares
    Change vs previous 13F +8,403 shares

    1.01% of the 13F portfolio, value $17,674,976.

    13F-HR/A 0001080369-25-000007 filed by GW HENSSLER & ASSOCIATES LTD
    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 201,091 shares
    Change vs previous 13F -2,431 shares

    0.99% of the 13F portfolio, value $17,273,727.

    13F-HR 0001080369-25-000002 filed by GW HENSSLER & ASSOCIATES LTD
    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 203,522 shares
    Change vs previous 13F not available

    0.99% of the 13F portfolio, value $17,482,550.

    13F-HR 0001080369-24-000008 filed by GW HENSSLER & ASSOCIATES LTD
    Filed (acceptance time not in the bulk data set), ingested

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