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PACIFIC FINANCIAL GROUP INC: IVW position timeline

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

PACIFIC FINANCIAL GROUP INC held 87,103 IVW 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 87,103 shares
    Change vs previous 13F -3,703 shares

    5.74% of the 13F portfolio, value $11,979,297.

    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 90,806 shares
    Change vs previous 13F -12,172 shares

    5.53% of the 13F portfolio, value $10,271,072.

    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 102,978 shares
    Change vs previous 13F +7,897 shares

    7.06% of the 13F portfolio, value $12,692,994.

    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 95,081 shares
    Change vs previous 13F -4,491 shares

    8.5% of the 13F portfolio, value $11,478,235.

    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 99,572 shares
    Change vs previous 13F -7,948 shares

    8.56% of the 13F portfolio, value $10,962,852.

    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 107,520 shares
    Change vs previous 13F -2,230 shares

    8.06% of the 13F portfolio, value $9,981,125.

    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 109,750 shares
    Change vs previous 13F +11,448 shares

    8.27% of the 13F portfolio, value $11,142,949.

    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 98,302 shares
    Change vs previous 13F not available

    6.9% of the 13F portfolio, value $9,412,452.

    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).