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Disclosery

HoyleCohen, LLC: PFG position timeline

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

HoyleCohen, LLC held 56,617 PFG shares at 2024-06-30 per its 13F-HR filed 2024-07-19.

the latest 13F is the newest step

  1. period ended2024-06-30
    13F 56,617 shares
    Change vs previous 13F -4,377 shares

    0.34% of the 13F portfolio, value $4,441,604.

    13F-HR 0001725547-24-003387 filed by HoyleCohen, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-03-31
    13F 60,994 shares
    Change vs previous 13F +764 shares

    0.4% of the 13F portfolio, value $5,264,418.

    13F-HR 0001725547-24-002160 filed by HoyleCohen, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2023-12-31
    13F 60,230 shares
    Change vs previous 13F +141 shares

    0.39% of the 13F portfolio, value $4,738,295.

    13F-HR 0001725547-24-000509 filed by HoyleCohen, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2023-09-30
    13F 60,089 shares
    Change vs previous 13F -1,288 shares

    0.4% of the 13F portfolio, value $4,330,615.

    13F-HR 0001725547-23-001698 filed by HoyleCohen, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-06-30
    13F 61,377 shares
    Change vs previous 13F -1,710 shares

    0.41% of the 13F portfolio, value $4,654,832.

    13F-HR 0001725547-23-000176 filed by HoyleCohen, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-03-31
    13F 63,087 shares
    Change vs previous 13F +270 shares

    0.44% of the 13F portfolio, value $4,688,626.

    13F-HR 0001725547-23-000112 filed by HoyleCohen, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2022-12-31
    13F 62,817 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $5,271,603.

    13F-HR 0001725547-23-000068 filed by HoyleCohen, LLC
    Filed (acceptance time not in the bulk data set), ingested

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