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PACIFIC FINANCIAL GROUP INC: QQQ position timeline

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

PACIFIC FINANCIAL GROUP INC held 20,412 QQQ 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 20,412 shares
    Change vs previous 13F -1,382 shares

    7.21% of the 13F portfolio, value $15,035,059.

    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 21,794 shares
    Change vs previous 13F +17,107 shares

    6.78% of the 13F portfolio, value $12,579,461.

    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 4,687 shares
    Change vs previous 13F -19,666 shares

    1.6% of the 13F portfolio, value $2,879,053.

    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 24,353 shares
    Change vs previous 13F -1,393 shares

    10.83% of the 13F portfolio, value $14,621,070.

    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 25,746 shares
    Change vs previous 13F -3,191 shares

    11.09% of the 13F portfolio, value $14,202,371.

    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 28,937 shares
    Change vs previous 13F -1,206 shares

    10.95% of the 13F portfolio, value $13,569,165.

    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 30,143 shares
    Change vs previous 13F -1,087 shares

    11.43% of the 13F portfolio, value $15,409,934.

    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 31,230 shares
    Change vs previous 13F not available

    11.18% of the 13F portfolio, value $15,242,581.

    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).