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Disclosery

PFG Advisors: SPYI position timeline

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

PFG Advisors held 53,767 SPYI 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 53,767 shares
    Change vs previous 13F -34,955 shares

    0.14% of the 13F portfolio, value $2,854,467.

    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 88,722 shares
    Change vs previous 13F +59,929 shares

    0.21% of the 13F portfolio, value $4,380,221.

    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 28,793 shares
    Change vs previous 13F +22,499 shares

    0.07% of the 13F portfolio, value $1,512,518.

    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 6,294 shares
    Change vs previous 13F -445 shares

    0.01% of the 13F portfolio, value $329,169.

    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 6,739 shares
    Change vs previous 13F +631 shares

    0.02% of the 13F portfolio, value $339,088.

    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 6,108 shares
    Change vs previous 13F +261 shares

    0.02% of the 13F portfolio, value $292,493.

    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 5,847 shares
    Change vs previous 13F +406 shares

    0.02% of the 13F portfolio, value $297,158.

    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 5,441 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $278,730.

    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).