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Disclosery

PFG Advisors: XTEN position timeline

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

PFG Advisors held 83,523 XTEN 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 83,523 shares
    Change vs previous 13F -37,412 shares

    0.19% of the 13F portfolio, value $3,806,973.

    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 120,935 shares
    Change vs previous 13F +3,969 shares

    0.27% of the 13F portfolio, value $5,546,062.

    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 116,966 shares
    Change vs previous 13F +1,971 shares

    0.26% of the 13F portfolio, value $5,406,176.

    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 114,995 shares
    Change vs previous 13F +9,329 shares

    0.22% of the 13F portfolio, value $5,362,204.

    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 105,666 shares
    Change vs previous 13F +52,782 shares

    0.23% of the 13F portfolio, value $4,877,564.

    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 52,884 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $2,462,808.

    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).