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Disclosery

PACIFIC FINANCIAL GROUP INC: BIV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of PACIFIC FINANCIAL GROUP INC on BIV, newest first. How the timeline and the estimate are built.

PACIFIC FINANCIAL GROUP INC held 8,940 BIV shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,940 shares
    Change vs previous 13F -699 shares

    0.33% of the 13F portfolio, value $685,669.

    13F-HR 0001214659-26-010064 filed by PACIFIC FINANCIAL GROUP INC
    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 9,639 shares
    Change vs previous 13F -466 shares

    0.4% of the 13F portfolio, value $743,904.

    13F-HR 0001214659-26-006146 filed by PACIFIC FINANCIAL GROUP INC
    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 10,105 shares
    Change vs previous 13F -1,834 shares

    0.44% of the 13F portfolio, value $786,966.

    13F-HR 0001214659-26-001837 filed by PACIFIC FINANCIAL GROUP INC
    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 11,939 shares
    Change vs previous 13F -560 shares

    0.69% of the 13F portfolio, value $932,294.

    13F-HR 0001214659-25-016248 filed by PACIFIC FINANCIAL GROUP INC
    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 12,499 shares
    Change vs previous 13F -393 shares

    0.75% of the 13F portfolio, value $966,657.

    13F-HR 0001214659-25-010671 filed by PACIFIC FINANCIAL GROUP INC
    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 12,892 shares
    Change vs previous 13F +780 shares

    0.8% of the 13F portfolio, value $987,113.

    13F-HR 0001214659-25-006244 filed by PACIFIC FINANCIAL GROUP INC
    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 12,112 shares
    Change vs previous 13F -240 shares

    0.67% of the 13F portfolio, value $905,110.

    13F-HR 0001214659-25-002735 filed by PACIFIC FINANCIAL GROUP INC
    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 12,352 shares
    Change vs previous 13F not available

    0.71% of the 13F portfolio, value $968,018.

    13F-HR 0001214659-24-018813 filed by PACIFIC FINANCIAL GROUP INC
    Filed (acceptance time not in the bulk data set), ingested

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