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PFG Investments, LLC: FV position timeline

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

PFG Investments, LLC held 92,939 FV 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 92,939 shares
    Change vs previous 13F +5,996 shares

    0.27% of the 13F portfolio, value $7,052,245.

    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 86,943 shares
    Change vs previous 13F -41,517 shares

    0.24% of the 13F portfolio, value $5,254,597.

    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 128,460 shares
    Change vs previous 13F +2,599 shares

    0.38% of the 13F portfolio, value $8,082,685.

    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 125,861 shares
    Change vs previous 13F +1,025 shares

    0.4% of the 13F portfolio, value $7,793,321.

    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 124,836 shares
    Change vs previous 13F +1,018 shares

    0.43% of the 13F portfolio, value $7,397,779.

    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 123,818 shares
    Change vs previous 13F +3,069 shares

    0.44% of the 13F portfolio, value $6,792,650.

    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 120,749 shares
    Change vs previous 13F -5,084 shares

    0.44% of the 13F portfolio, value $7,131,410.

    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 125,833 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $7,332,300.

    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).