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PACIFIC FINANCIAL GROUP INC: IVE position timeline

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

PACIFIC FINANCIAL GROUP INC held 25,598 IVE 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 25,598 shares
    Change vs previous 13F -1,289 shares

    2.79% of the 13F portfolio, value $5,812,490.

    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 26,887 shares
    Change vs previous 13F -2,591 shares

    3.06% of the 13F portfolio, value $5,677,247.

    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 29,478 shares
    Change vs previous 13F +607 shares

    3.47% of the 13F portfolio, value $6,251,336.

    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 28,871 shares
    Change vs previous 13F +73 shares

    4.42% of the 13F portfolio, value $5,962,146.

    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 28,798 shares
    Change vs previous 13F -6,543 shares

    4.39% of the 13F portfolio, value $5,627,615.

    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 35,341 shares
    Change vs previous 13F -265 shares

    5.44% of the 13F portfolio, value $6,735,280.

    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 35,606 shares
    Change vs previous 13F -629 shares

    5.04% of the 13F portfolio, value $6,796,458.

    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 36,235 shares
    Change vs previous 13F not available

    5.24% of the 13F portfolio, value $7,144,518.

    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).