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Disclosery

PFG Investments, LLC: IVR position timeline

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

PFG Investments, LLC held 32,481 IVR 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 32,481 shares
    Change vs previous 13F -34,228 shares

    0.01% of the 13F portfolio, value $256,596.

    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 66,709 shares
    Change vs previous 13F +2,790 shares

    0.03% of the 13F portfolio, value $539,012.

    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 63,919 shares
    Change vs previous 13F -391 shares

    0.03% of the 13F portfolio, value $537,556.

    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 64,310 shares
    Change vs previous 13F +1,953 shares

    0.03% of the 13F portfolio, value $486,181.

    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 62,357 shares
    Change vs previous 13F +30,767 shares

    0.03% of the 13F portfolio, value $488,876.

    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 31,590 shares
    Change vs previous 13F +1,022 shares

    0.02% of the 13F portfolio, value $249,248.

    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 30,568 shares
    Change vs previous 13F -2,460 shares

    0.02% of the 13F portfolio, value $246,070.

    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 33,028 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $310,135.

    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).