Skip to content
Disclosery

PFG Investments, LLC: FDVV position timeline

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

PFG Investments, LLC held 36,838 FDVV 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 36,838 shares
    Change vs previous 13F +3,955 shares

    0.09% of the 13F portfolio, value $2,220,936.

    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 32,883 shares
    Change vs previous 13F +1,510 shares

    0.08% of the 13F portfolio, value $1,816,474.

    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 31,373 shares
    Change vs previous 13F +438 shares

    0.08% of the 13F portfolio, value $1,778,551.

    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 30,935 shares
    Change vs previous 13F +1,537 shares

    0.09% of the 13F portfolio, value $1,723,375.

    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 29,398 shares
    Change vs previous 13F +16,113 shares

    0.09% of the 13F portfolio, value $1,529,294.

    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 13,285 shares
    Change vs previous 13F +911 shares

    0.04% of the 13F portfolio, value $658,938.

    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 12,374 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $617,961.

    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).