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Lion Street Advisors, LLC: PFG position timeline

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

Lion Street Advisors, LLC held 8,301 PFG shares at 2025-09-30 per its 13F-HR filed 2025-11-10.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 8,301 shares
    Change vs previous 13F +1,552 shares

    0.19% of the 13F portfolio, value $556,915.

    13F-HR 0001801991-25-000002 filed by Lion Street Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 6,749 shares
    Change vs previous 13F -1,309 shares

    0.16% of the 13F portfolio, value $536,094.

    13F-HR 0001085146-25-004168 filed by Lion Street Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 8,058 shares
    Change vs previous 13F -306 shares

    0.22% of the 13F portfolio, value $679,818.

    13F-HR 0001085146-25-002198 filed by Lion Street Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 8,364 shares
    Change vs previous 13F +1 shares

    0.21% of the 13F portfolio, value $647,466.

    13F-HR 0001085146-25-000506 filed by Lion Street Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 8,363 shares
    Change vs previous 13F -24 shares

    0.25% of the 13F portfolio, value $718,343.

    13F-HR 0001085146-24-004781 filed by Lion Street Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 8,387 shares
    Change vs previous 13F -23 shares

    0.24% of the 13F portfolio, value $657,972.

    13F-HR 0001085146-24-002866 filed by Lion Street Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F 8,410 shares
    Change vs previous 13F 0 shares

    0.27% of the 13F portfolio, value $661,642.

    13F-HR 0001085146-24-001762 filed by Lion Street Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-12-31
    13F 8,410 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $661,642.

    13F-HR 0001085146-24-000125 filed by Lion Street Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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