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PACIFIC FINANCIAL GROUP INC: SPIB position timeline

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

PACIFIC FINANCIAL GROUP INC held 80,472 SPIB 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 80,472 shares
    Change vs previous 13F +4,603 shares

    1.29% of the 13F portfolio, value $2,692,596.

    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 75,869 shares
    Change vs previous 13F +3,494 shares

    1.37% of the 13F portfolio, value $2,544,652.

    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 72,375 shares
    Change vs previous 13F +9,992 shares

    1.36% of the 13F portfolio, value $2,446,994.

    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 62,383 shares
    Change vs previous 13F +1,641 shares

    1.57% of the 13F portfolio, value $2,114,147.

    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 60,742 shares
    Change vs previous 13F -9,930 shares

    1.59% of the 13F portfolio, value $2,039,728.

    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 70,672 shares
    Change vs previous 13F -4,115 shares

    1.9% of the 13F portfolio, value $2,349,143.

    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 74,787 shares
    Change vs previous 13F +444 shares

    1.82% of the 13F portfolio, value $2,450,030.

    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 74,343 shares
    Change vs previous 13F not available

    1.84% of the 13F portfolio, value $2,506,099.

    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).