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PFG Investments, LLC: IWR position timeline

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

PFG Investments, LLC held 14,919 IWR 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 14,919 shares
    Change vs previous 13F -631 shares

    0.06% of the 13F portfolio, value $1,645,897.

    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 15,550 shares
    Change vs previous 13F -2,634 shares

    0.07% of the 13F portfolio, value $1,511,881.

    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 18,184 shares
    Change vs previous 13F -946 shares

    0.08% of the 13F portfolio, value $1,750,605.

    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 19,130 shares
    Change vs previous 13F +679 shares

    0.1% of the 13F portfolio, value $1,846,986.

    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 18,451 shares
    Change vs previous 13F +1,739 shares

    0.1% of the 13F portfolio, value $1,696,897.

    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 16,712 shares
    Change vs previous 13F -493 shares

    0.09% of the 13F portfolio, value $1,421,650.

    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 17,205 shares
    Change vs previous 13F -224 shares

    0.09% of the 13F portfolio, value $1,520,931.

    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 17,429 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $1,536,204.

    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).