Skip to content
Disclosery

PFG Investments, LLC: IWM position timeline

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

PFG Investments, LLC held 12,497 IWM 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 12,497 shares
    Change vs previous 13F -634 shares

    0.15% of the 13F portfolio, value $3,754,846.

    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 13,131 shares
    Change vs previous 13F +2,040 shares

    0.15% of the 13F portfolio, value $3,256,609.

    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 11,091 shares
    Change vs previous 13F +957 shares

    0.13% of the 13F portfolio, value $2,730,088.

    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 10,134 shares
    Change vs previous 13F -258 shares

    0.13% of the 13F portfolio, value $2,451,910.

    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 10,392 shares
    Change vs previous 13F -2,147 shares

    0.13% of the 13F portfolio, value $2,242,567.

    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 12,539 shares
    Change vs previous 13F -1,452 shares

    0.16% of the 13F portfolio, value $2,501,340.

    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 13,991 shares
    Change vs previous 13F +1,175 shares

    0.19% of the 13F portfolio, value $3,091,374.

    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 12,816 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $2,830,890.

    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).