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Disclosery

&PARTNERS: PFG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of &PARTNERS on PFG, newest first. How the timeline and the estimate are built.

&PARTNERS held 21,189 PFG shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 21,189 shares
    Change vs previous 13F +2,078 shares

    0.01% of the 13F portfolio, value $2,283,801.

    13F-HR 0001214659-26-010148 filed by &PARTNERS
    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 19,111 shares
    Change vs previous 13F +10,700 shares

    0.01% of the 13F portfolio, value $1,749,878.

    13F-HR 0001214659-26-006256 filed by &PARTNERS
    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 8,411 shares
    Change vs previous 13F +450 shares

    <0.01% of the 13F portfolio, value $744,030.

    13F-HR 0001214659-26-001828 filed by &PARTNERS
    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 7,961 shares
    Change vs previous 13F +509 shares

    <0.01% of the 13F portfolio, value $660,034.

    13F-HR 0001214659-25-016487 filed by &PARTNERS
    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 7,452 shares
    Change vs previous 13F +930 shares

    <0.01% of the 13F portfolio, value $591,879.

    13F-HR 0001214659-25-012047 filed by &PARTNERS
    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 6,522 shares
    Change vs previous 13F -216 shares

    0.01% of the 13F portfolio, value $541,682.

    13F-HR 0001214659-25-007673 filed by &PARTNERS
    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 6,738 shares
    Change vs previous 13F +2,567 shares

    0.01% of the 13F portfolio, value $522,843.

    13F-HR 0001214659-25-002647 filed by &PARTNERS
    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 4,171 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $358,902.

    13F-HR 0001214659-24-018930 filed by &PARTNERS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).