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Disclosery

PFG Investments, LLC: ISPY position timeline

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

PFG Investments, LLC held 123,346 ISPY 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 123,346 shares
    Change vs previous 13F -6,831 shares

    0.23% of the 13F portfolio, value $5,944,035.

    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 130,177 shares
    Change vs previous 13F -8,753 shares

    0.26% of the 13F portfolio, value $5,643,193.

    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 138,930 shares
    Change vs previous 13F +19,262 shares

    0.3% of the 13F portfolio, value $6,339,382.

    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 119,668 shares
    Change vs previous 13F -14,916 shares

    0.28% of the 13F portfolio, value $5,398,236.

    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 134,584 shares
    Change vs previous 13F +11,092 shares

    0.33% of the 13F portfolio, value $5,710,410.

    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 123,492 shares
    Change vs previous 13F +25,124 shares

    0.33% of the 13F portfolio, value $5,197,790.

    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 98,368 shares
    Change vs previous 13F +39,899 shares

    0.27% of the 13F portfolio, value $4,356,703.

    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 58,469 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $2,620,558.

    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).