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PACIFIC FINANCIAL GROUP INC: VNQ position timeline

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

PACIFIC FINANCIAL GROUP INC held 0 VNQ shares at 2025-06-30 per its 13F-HR filed 2025-07-21.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -7,557 shares

    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).

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

  2. period ended2025-03-31
    13F 7,557 shares
    Change vs previous 13F -3,430 shares

    0.55% of the 13F portfolio, value $684,222.

    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).

  3. period ended2024-12-31
    13F 10,987 shares
    Change vs previous 13F -1,542 shares

    0.73% of the 13F portfolio, value $978,745.

    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).

  4. period ended2024-09-30
    13F 12,529 shares
    Change vs previous 13F not available

    0.9% of the 13F portfolio, value $1,220,575.

    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).