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Disclosery

PFG Investments, LLC: HASI position timeline

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

PFG Investments, LLC held 223,406 HASI 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 223,406 shares
    Change vs previous 13F -217 shares

    0.34% of the 13F portfolio, value $8,723,984.

    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 223,623 shares
    Change vs previous 13F -306 shares

    0.38% of the 13F portfolio, value $8,218,146.

    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 223,929 shares
    Change vs previous 13F -3,510 shares

    0.33% of the 13F portfolio, value $7,038,079.

    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 227,439 shares
    Change vs previous 13F +4,940 shares

    0.36% of the 13F portfolio, value $6,982,370.

    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 222,499 shares
    Change vs previous 13F +4,540 shares

    0.35% of the 13F portfolio, value $5,976,322.

    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 217,959 shares
    Change vs previous 13F -8,718 shares

    0.41% of the 13F portfolio, value $6,373,124.

    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 226,677 shares
    Change vs previous 13F -12,882 shares

    0.38% of the 13F portfolio, value $6,081,746.

    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 239,559 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $8,257,596.

    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).