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Disclosery

PFG Investments, LLC: DOCU position timeline

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

PFG Investments, LLC held 4,562 DOCU 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 4,562 shares
    Change vs previous 13F +297 shares

    0.01% of the 13F portfolio, value $202,644.

    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 4,265 shares
    Change vs previous 13F -394 shares

    0.01% of the 13F portfolio, value $202,204.

    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 4,659 shares
    Change vs previous 13F +402 shares

    0.02% of the 13F portfolio, value $318,676.

    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 4,257 shares
    Change vs previous 13F +1,098 shares

    0.02% of the 13F portfolio, value $306,887.

    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 3,159 shares
    Change vs previous 13F -107 shares

    0.01% of the 13F portfolio, value $246,055.

    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 3,266 shares
    Change vs previous 13F +47 shares

    0.02% of the 13F portfolio, value $265,852.

    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 3,219 shares
    Change vs previous 13F -3,752 shares

    0.02% of the 13F portfolio, value $289,517.

    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 6,971 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $432,829.

    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).