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PFG Advisors: CGMS position timeline

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

PFG Advisors held 129,199 CGMS shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 129,199 shares
    Change vs previous 13F -14,230 shares

    0.18% of the 13F portfolio, value $3,531,001.

    13F-HR 0001694435-26-000003 filed by PFG Advisors
    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 143,429 shares
    Change vs previous 13F -2,840 shares

    0.19% of the 13F portfolio, value $3,905,581.

    13F-HR 0001694435-26-000002 filed by PFG Advisors
    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 146,269 shares
    Change vs previous 13F +107,622 shares

    0.2% of the 13F portfolio, value $4,039,947.

    13F-HR 0001694435-26-000001 filed by PFG Advisors
    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 38,647 shares
    Change vs previous 13F +8,247 shares

    0.04% of the 13F portfolio, value $1,072,454.

    13F-HR 0001694435-25-000003 filed by PFG Advisors
    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 30,400 shares
    Change vs previous 13F +491 shares

    0.04% of the 13F portfolio, value $839,656.

    13F-HR 0001085146-25-004663 filed by PFG Advisors
    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 29,909 shares
    Change vs previous 13F +6,148 shares

    0.05% of the 13F portfolio, value $816,512.

    13F-HR 0001085146-25-002613 filed by PFG Advisors
    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 23,761 shares
    Change vs previous 13F +8,092 shares

    0.04% of the 13F portfolio, value $648,192.

    13F-HR 0001085146-25-000915 filed by PFG Advisors
    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 15,669 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $436,225.

    13F-HR 0001085146-24-004903 filed by PFG Advisors
    Filed (acceptance time not in the bulk data set), ingested

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