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Disclosery

PFG Investments, LLC: PTY position timeline

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

PFG Investments, LLC held 504,390 PTY 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 504,390 shares
    Change vs previous 13F -122,935 shares

    0.24% of the 13F portfolio, value $6,067,817.

    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 627,325 shares
    Change vs previous 13F -3,549 shares

    0.35% of the 13F portfolio, value $7,565,537.

    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 630,874 shares
    Change vs previous 13F +40,936 shares

    0.38% of the 13F portfolio, value $8,138,268.

    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 589,938 shares
    Change vs previous 13F -8,394 shares

    0.44% of the 13F portfolio, value $8,518,704.

    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 598,332 shares
    Change vs previous 13F +8,607 shares

    0.49% of the 13F portfolio, value $8,322,792.

    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 589,725 shares
    Change vs previous 13F -20,698 shares

    0.55% of the 13F portfolio, value $8,527,427.

    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 610,423 shares
    Change vs previous 13F -7,259 shares

    0.55% of the 13F portfolio, value $8,771,774.

    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 617,682 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $8,888,440.

    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).