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Intrua Financial, LLC: PCEF position timeline

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

Intrua Financial, LLC held 666,589 PCEF shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 666,589 shares
    Change vs previous 13F +32,005 shares

    1.28% of the 13F portfolio, value $13,538,416.

    13F-HR 0001812792-26-000009 filed by Intrua Financial, 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 634,584 shares
    Change vs previous 13F +50,739 shares

    1.28% of the 13F portfolio, value $11,942,875.

    13F-HR 0001812792-26-000008 filed by Intrua Financial, 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 583,845 shares
    Change vs previous 13F +55,676 shares

    1.27% of the 13F portfolio, value $11,606,848.

    13F-HR 0001812792-26-000002 filed by Intrua Financial, 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 528,169 shares
    Change vs previous 13F +57,317 shares

    1.23% of the 13F portfolio, value $10,547,528.

    13F-HR 0001812792-25-000002 filed by Intrua Financial, 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 470,852 shares
    Change vs previous 13F +331,510 shares

    1.32% of the 13F portfolio, value $9,200,444.

    13F-HR 0001085146-25-004704 filed by Intrua Financial, 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 139,342 shares
    Change vs previous 13F +78,792 shares

    0.41% of the 13F portfolio, value $2,626,589.

    13F-HR 0001085146-25-003410 filed by Intrua Financial, 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 60,550 shares
    Change vs previous 13F -3,866 shares

    0.19% of the 13F portfolio, value $1,160,147.

    13F-HR 0001085146-25-003408 filed by Intrua Financial, 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 64,416 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $1,269,640.

    13F-HR 0001085146-25-003407 filed by Intrua Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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