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Disclosery

PFG Advisors: OCTW position timeline

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

PFG Advisors held 51,697 OCTW 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 51,697 shares
    Change vs previous 13F -1,217 shares

    0.11% of the 13F portfolio, value $2,114,924.

    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 52,914 shares
    Change vs previous 13F -1,281 shares

    0.1% of the 13F portfolio, value $2,035,602.

    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 54,195 shares
    Change vs previous 13F +3,399 shares

    0.1% of the 13F portfolio, value $2,113,605.

    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 50,796 shares
    Change vs previous 13F -1,686 shares

    0.08% of the 13F portfolio, value $1,947,036.

    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 52,482 shares
    Change vs previous 13F -9,170 shares

    0.09% of the 13F portfolio, value $1,942,359.

    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 61,652 shares
    Change vs previous 13F -1,216 shares

    0.12% of the 13F portfolio, value $2,165,218.

    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 62,868 shares
    Change vs previous 13F +1,475 shares

    0.14% of the 13F portfolio, value $2,235,385.

    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 61,393 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $2,154,894.

    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).