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PFG Advisors: VMBS position timeline

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

PFG Advisors held 219,383 VMBS 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 219,383 shares
    Change vs previous 13F +4,444 shares

    0.52% of the 13F portfolio, value $10,269,329.

    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 214,939 shares
    Change vs previous 13F +17,132 shares

    0.49% of the 13F portfolio, value $10,091,380.

    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 197,807 shares
    Change vs previous 13F +48,144 shares

    0.45% of the 13F portfolio, value $9,312,763.

    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 149,663 shares
    Change vs previous 13F -9,507 shares

    0.29% of the 13F portfolio, value $7,028,175.

    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 159,170 shares
    Change vs previous 13F +23,047 shares

    0.34% of the 13F portfolio, value $7,375,938.

    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 136,123 shares
    Change vs previous 13F +2,937 shares

    0.35% of the 13F portfolio, value $6,303,878.

    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 133,186 shares
    Change vs previous 13F -6,855 shares

    0.37% of the 13F portfolio, value $6,038,675.

    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 140,041 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $6,611,351.

    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).