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IFG Advisory, LLC: PDI position timeline

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

IFG Advisory, LLC held 125,060 PDI shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 125,060 shares
    Change vs previous 13F +121,383 shares

    0.07% of the 13F portfolio, value $2,088,504.

    13F-HR 0001728319-26-000006 filed by IFG Advisory, 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 3,677 shares
    Change vs previous 13F -121,839 shares

    0.18% of the 13F portfolio, value $62,920.

    13F-HR 0001728319-26-000005 filed by IFG Advisory, 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 125,516 shares
    Change vs previous 13F +16,892 shares

    0.1% of the 13F portfolio, value $2,222,897.

    13F-HR 0001728319-26-000001 filed by IFG Advisory, 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 108,624 shares
    Change vs previous 13F -10,445 shares

    0.1% of the 13F portfolio, value $2,150,755.

    13F-HR 0001728319-25-000006 filed by IFG Advisory, 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 119,069 shares
    Change vs previous 13F +103,973 shares

    0.11% of the 13F portfolio, value $2,258,737.

    13F-HR 0001728319-25-000004 filed by IFG Advisory, 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 15,096 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $298,901.

    13F-HR 0001728319-25-000002 filed by IFG Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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