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Disclosery

PFG Advisors: UI position timeline

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

PFG Advisors held 982 UI 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 982 shares
    Change vs previous 13F -47 shares

    0.03% of the 13F portfolio, value $524,417.

    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 1,029 shares
    Change vs previous 13F -10 shares

    0.04% of the 13F portfolio, value $813,396.

    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 1,039 shares
    Change vs previous 13F -17 shares

    0.03% of the 13F portfolio, value $575,036.

    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 1,056 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $697,657.

    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).