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PFG Advisors: FAD position timeline

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

PFG Advisors held 1,948 FAD 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 1,948 shares
    Change vs previous 13F +63 shares

    0.02% of the 13F portfolio, value $389,569.

    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 1,885 shares
    Change vs previous 13F +36 shares

    0.01% of the 13F portfolio, value $299,589.

    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 1,849 shares
    Change vs previous 13F +39 shares

    0.01% of the 13F portfolio, value $299,284.

    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 1,810 shares
    Change vs previous 13F -245 shares

    0.01% of the 13F portfolio, value $290,609.

    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 2,055 shares
    Change vs previous 13F +127 shares

    0.01% of the 13F portfolio, value $301,729.

    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 1,928 shares
    Change vs previous 13F +53 shares

    0.01% of the 13F portfolio, value $249,433.

    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 1,875 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $259,147.

    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).