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Disclosery

Holcombe Financial, Inc.: PFIX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Holcombe Financial, Inc. on PFIX, newest first. How the timeline and the estimate are built.

Holcombe Financial, Inc. held 99,238 PFIX shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 99,238 shares
    Change vs previous 13F -313 shares

    2.43% of the 13F portfolio, value $4,302,971.

    13F-HR 0002056177-26-000003 filed by Holcombe Financial, 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 99,551 shares
    Change vs previous 13F +6,406 shares

    2.7% of the 13F portfolio, value $4,602,255.

    13F-HR 0002056177-26-000002 filed by Holcombe Financial, 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 93,145 shares
    Change vs previous 13F +7,361 shares

    2.8% of the 13F portfolio, value $4,464,436.

    13F-HR 0002056177-26-000001 filed by Holcombe Financial, 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 85,784 shares
    Change vs previous 13F +1,820 shares

    2.88% of the 13F portfolio, value $4,132,239.

    13F-HR 0002056177-25-000006 filed by Holcombe Financial, 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 83,964 shares
    Change vs previous 13F +47,907 shares

    3.34% of the 13F portfolio, value $4,436,684.

    13F-HR 0002056177-25-000004 filed by Holcombe Financial, 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 36,057 shares
    Change vs previous 13F -459 shares

    1.45% of the 13F portfolio, value $1,747,324.

    13F-HR 0002056177-25-000003 filed by Holcombe Financial, 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 36,516 shares
    Change vs previous 13F not available

    1.57% of the 13F portfolio, value $1,911,246.

    13F-HR 0002056177-25-000002 filed by Holcombe Financial, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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