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PFG Advisors: TAXF position timeline

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

PFG Advisors held 14,232 TAXF 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 14,232 shares
    Change vs previous 13F -5,873 shares

    0.04% of the 13F portfolio, value $723,473.

    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 20,105 shares
    Change vs previous 13F -3,658 shares

    0.05% of the 13F portfolio, value $1,006,255.

    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 23,763 shares
    Change vs previous 13F +667 shares

    0.06% of the 13F portfolio, value $1,197,193.

    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 23,096 shares
    Change vs previous 13F +985 shares

    0.05% of the 13F portfolio, value $1,160,125.

    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 22,111 shares
    Change vs previous 13F +3,771 shares

    0.05% of the 13F portfolio, value $1,081,899.

    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 18,340 shares
    Change vs previous 13F +1,623 shares

    0.05% of the 13F portfolio, value $907,471.

    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 16,717 shares
    Change vs previous 13F +503 shares

    0.05% of the 13F portfolio, value $838,198.

    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 16,214 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $833,732.

    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).