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INSIGNEO ADVISORY SERVICES, LLC: PFF position timeline

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

INSIGNEO ADVISORY SERVICES, LLC held 99,787 PFF 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 99,787 shares
    Change vs previous 13F -6,217 shares

    0.11% of the 13F portfolio, value $3,042,493.

    13F-HR 0001964958-26-000003 filed by INSIGNEO ADVISORY SERVICES, 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 106,004 shares
    Change vs previous 13F +6,869 shares

    0.23% of the 13F portfolio, value $3,214,033.

    13F-HR 0001964958-26-000002 filed by INSIGNEO ADVISORY SERVICES, 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 99,135 shares
    Change vs previous 13F +14,332 shares

    0.22% of the 13F portfolio, value $3,069,216.

    13F-HR 0001964958-26-000001 filed by INSIGNEO ADVISORY SERVICES, 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 84,803 shares
    Change vs previous 13F +5,653 shares

    0.19% of the 13F portfolio, value $2,681,470.

    13F-HR 0001964958-25-000009 filed by INSIGNEO ADVISORY SERVICES, 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 79,150 shares
    Change vs previous 13F -1,202 shares

    0.21% of the 13F portfolio, value $2,428,314.

    13F-HR 0001964958-25-000004 filed by INSIGNEO ADVISORY SERVICES, 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 80,352 shares
    Change vs previous 13F +5,904 shares

    0.25% of the 13F portfolio, value $2,469,219.

    13F-HR 0001964958-25-000002 filed by INSIGNEO ADVISORY SERVICES, 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 74,448 shares
    Change vs previous 13F +3,350 shares

    0.24% of the 13F portfolio, value $2,340,632.

    13F-HR 0001964958-25-000001 filed by INSIGNEO ADVISORY SERVICES, 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 71,098 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $2,362,599.

    13F-HR 0001964958-24-000005 filed by INSIGNEO ADVISORY SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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