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HOHIMER WEALTH MANAGEMENT, LLC: PFL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of HOHIMER WEALTH MANAGEMENT, LLC on PFL, newest first. How the timeline and the estimate are built.

HOHIMER WEALTH MANAGEMENT, LLC held 390,256 PFL 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 390,256 shares
    Change vs previous 13F -45,011 shares

    0.32% of the 13F portfolio, value $3,075,218.

    13F-HR 0001802533-26-000004 filed by HOHIMER WEALTH 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 435,267 shares
    Change vs previous 13F +178,297 shares

    0.43% of the 13F portfolio, value $3,482,136.

    13F-HR 0001802533-26-000003 filed by HOHIMER WEALTH 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 256,970 shares
    Change vs previous 13F +245,066 shares

    0.29% of the 13F portfolio, value $2,166,256.

    13F-HR 0001802533-26-000002 filed by HOHIMER WEALTH 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 11,904 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $101,426.

    13F-HR 0001802533-25-000008 filed by HOHIMER WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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