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LFG Wealth Partners, LLC: PFFV position timeline

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

LFG Wealth Partners, LLC held 128,172 PFFV shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 128,172 shares
    Change vs previous 13F +26,711 shares

    1.32% of the 13F portfolio, value $2,823,624.

    13F-HR 0002085853-26-000932 filed by LFG Wealth Partners, 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 101,461 shares
    Change vs previous 13F +8,738 shares

    1.34% of the 13F portfolio, value $2,214,718.

    13F-HR 0002085853-26-000624 filed by LFG Wealth Partners, 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 92,723 shares
    Change vs previous 13F not available

    1.31% of the 13F portfolio, value $2,060,295.

    13F-HR 0002085853-26-000266 filed by LFG Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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