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Disclosery

PACIFIC FINANCIAL GROUP INC: SHV position timeline

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

PACIFIC FINANCIAL GROUP INC held 0 SHV shares at 2025-03-31 per its 13F-HR filed 2025-04-23.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 0 shares
    Change vs previous 13F -2,245 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2024-12-31
    13F 2,245 shares
    Change vs previous 13F +58 shares

    0.18% of the 13F portfolio, value $247,243.

    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).

  3. period ended2024-09-30
    13F 2,187 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $241,928.

    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).