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PFG Investments, LLC: PDI position timeline

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

PFG Investments, LLC held 1,438,078 PDI 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 1,438,078 shares
    Change vs previous 13F -87,157 shares

    0.93% of the 13F portfolio, value $24,015,907.

    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 1,525,235 shares
    Change vs previous 13F +73,358 shares

    1.22% of the 13F portfolio, value $26,096,776.

    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 1,451,877 shares
    Change vs previous 13F +36,772 shares

    1.21% of the 13F portfolio, value $25,712,741.

    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 1,415,105 shares
    Change vs previous 13F +32,583 shares

    1.45% of the 13F portfolio, value $28,019,069.

    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 1,382,522 shares
    Change vs previous 13F +68,322 shares

    1.54% of the 13F portfolio, value $26,226,433.

    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 1,314,200 shares
    Change vs previous 13F +178,093 shares

    1.67% of the 13F portfolio, value $26,021,169.

    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 1,136,107 shares
    Change vs previous 13F +84,147 shares

    1.3% of the 13F portfolio, value $20,836,199.

    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 1,051,960 shares
    Change vs previous 13F not available

    1.38% of the 13F portfolio, value $21,323,238.

    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).