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Pathway Financial Advisors LLC: PFD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Pathway Financial Advisors LLC on PFD, newest first. How the timeline and the estimate are built.

Pathway Financial Advisors LLC held 44,090 PFD shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 44,090 shares
    Change vs previous 13F -2,906 shares

    0.05% of the 13F portfolio, value $474,848.

    13F-HR 0001738828-26-000008 filed by Pathway Financial Advisors LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 46,996 shares
    Change vs previous 13F -1,200 shares

    0.06% of the 13F portfolio, value $544,212.

    13F-HR 0001738828-26-000006 filed by Pathway Financial Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 48,196 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $541,721.

    13F-HR 0001738828-26-000005 filed by Pathway Financial Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 48,196 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $578,832.

    13F-HR 0001738828-26-000001 filed by Pathway Financial Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 48,196 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $579,314.

    13F-HR 0001738828-25-000009 filed by Pathway Financial Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 48,196 shares
    Change vs previous 13F +18,750 shares

    0.08% of the 13F portfolio, value $545,095.

    13F-HR 0001738828-25-000006 filed by Pathway Financial Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 29,446 shares
    Change vs previous 13F +12,819 shares

    0.06% of the 13F portfolio, value $330,383.

    13F-HR 0001738828-25-000003 filed by Pathway Financial Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 16,627 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $186,886.

    13F-HR 0001738828-25-000001 filed by Pathway Financial Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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