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PFG Investments, LLC: CLM position timeline

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

PFG Investments, LLC held 4,492,919 CLM shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,492,919 shares
    Change vs previous 13F +369,888 shares

    1.32% of the 13F portfolio, value $33,966,471.

    13F-HR 0001754960-26-000624 filed by PFG Investments, LLC
    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 4,123,031 shares
    Change vs previous 13F +1,125,223 shares

    1.4% of the 13F portfolio, value $30,015,664.

    13F-HR 0001754960-26-000334 filed by PFG Investments, LLC
    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 2,997,808 shares
    Change vs previous 13F +2,958,789 shares

    1.18% of the 13F portfolio, value $25,061,676.

    13F-HR 0001754960-26-000119 filed by PFG Investments, LLC
    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 39,019 shares
    Change vs previous 13F +1,701 shares

    0.02% of the 13F portfolio, value $323,080.

    13F-HR 0001754960-25-000741 filed by PFG Investments, LLC
    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 37,318 shares
    Change vs previous 13F -13,318 shares

    0.02% of the 13F portfolio, value $303,026.

    13F-HR 0001754960-25-000435 filed by PFG Investments, LLC
    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 50,636 shares
    Change vs previous 13F -339 shares

    0.02% of the 13F portfolio, value $376,227.

    13F-HR 0001754960-25-000234 filed by PFG Investments, LLC
    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 50,975 shares
    Change vs previous 13F -3,003 shares

    0.03% of the 13F portfolio, value $437,872.

    13F-HR 0001754960-25-000057 filed by PFG Investments, LLC
    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 53,978 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $414,551.

    13F-HR 0001754960-24-000531 filed by PFG Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).