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HOWARD WEALTH MANAGEMENT, LLC: PFXF position timeline

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

HOWARD WEALTH MANAGEMENT, LLC held 89,663 PFXF shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 89,663 shares
    Change vs previous 13F +1,277 shares

    0.59% of the 13F portfolio, value $1,599,603.

    13F-HR 0001172661-26-002706 filed by HOWARD 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 88,386 shares
    Change vs previous 13F +2,069 shares

    0.65% of the 13F portfolio, value $1,550,308.

    13F-HR 0001172661-26-001654 filed by HOWARD 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 86,317 shares
    Change vs previous 13F -5,096 shares

    0.67% of the 13F portfolio, value $1,524,369.

    13F-HR 0001172661-26-000394 filed by HOWARD 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 91,413 shares
    Change vs previous 13F +2,465 shares

    0.75% of the 13F portfolio, value $1,624,419.

    13F-HR 0001172661-25-004531 filed by HOWARD WEALTH MANAGEMENT, 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 88,948 shares
    Change vs previous 13F -5,058 shares

    0.77% of the 13F portfolio, value $1,522,785.

    13F-HR 0001172661-25-003008 filed by HOWARD WEALTH MANAGEMENT, 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 94,006 shares
    Change vs previous 13F +8,360 shares

    0.88% of the 13F portfolio, value $1,575,550.

    13F-HR 0001172661-25-001746 filed by HOWARD WEALTH MANAGEMENT, LLC
    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 85,646 shares
    Change vs previous 13F +20,297 shares

    0.8% of the 13F portfolio, value $1,477,391.

    13F-HR 0001172661-25-000423 filed by HOWARD WEALTH MANAGEMENT, LLC
    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 65,349 shares
    Change vs previous 13F not available

    0.69% of the 13F portfolio, value $1,193,270.

    13F-HR 0001172661-24-004522 filed by HOWARD WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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