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Disclosery

PFG Investments, LLC: IYW position timeline

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

PFG Investments, LLC held 13,082 IYW 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 13,082 shares
    Change vs previous 13F -205 shares

    0.13% of the 13F portfolio, value $3,299,560.

    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 13,287 shares
    Change vs previous 13F -1,985 shares

    0.11% of the 13F portfolio, value $2,410,571.

    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 15,272 shares
    Change vs previous 13F -18,180 shares

    0.14% of the 13F portfolio, value $3,049,450.

    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 33,452 shares
    Change vs previous 13F -51 shares

    0.34% of the 13F portfolio, value $6,551,966.

    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 33,503 shares
    Change vs previous 13F +523 shares

    0.34% of the 13F portfolio, value $5,805,026.

    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 32,980 shares
    Change vs previous 13F -289 shares

    0.3% of the 13F portfolio, value $4,631,712.

    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 33,269 shares
    Change vs previous 13F +18,917 shares

    0.33% of the 13F portfolio, value $5,307,117.

    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 14,352 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $2,176,008.

    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).