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PFG Advisors: VLUE position timeline

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

PFG Advisors held 1,717 VLUE 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 1,717 shares
    Change vs previous 13F -4,806 shares

    0.02% of the 13F portfolio, value $343,084.

    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 6,523 shares
    Change vs previous 13F +309 shares

    0.05% of the 13F portfolio, value $927,554.

    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 6,214 shares
    Change vs previous 13F -1,346 shares

    0.04% of the 13F portfolio, value $849,633.

    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 7,560 shares
    Change vs previous 13F +179 shares

    0.04% of the 13F portfolio, value $945,367.

    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 7,381 shares
    Change vs previous 13F -484 shares

    0.04% of the 13F portfolio, value $835,571.

    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 7,865 shares
    Change vs previous 13F +1,598 shares

    0.05% of the 13F portfolio, value $838,823.

    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 6,267 shares
    Change vs previous 13F +270 shares

    0.04% of the 13F portfolio, value $661,876.

    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 5,997 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $653,942.

    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).