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Disclosery

PFG Investments, LLC: SERV position timeline

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

PFG Investments, LLC held 69,521 SERV 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 69,521 shares
    Change vs previous 13F +9,450 shares

    0.02% of the 13F portfolio, value $457,448.

    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 60,071 shares
    Change vs previous 13F +9,305 shares

    0.02% of the 13F portfolio, value $506,999.

    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 50,766 shares
    Change vs previous 13F +6,775 shares

    0.02% of the 13F portfolio, value $526,951.

    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 43,991 shares
    Change vs previous 13F +10,300 shares

    0.03% of the 13F portfolio, value $511,615.

    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 33,691 shares
    Change vs previous 13F -2,807 shares

    0.02% of the 13F portfolio, value $385,425.

    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 36,498 shares
    Change vs previous 13F +4,000 shares

    0.01% of the 13F portfolio, value $209,864.

    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 32,498 shares
    Change vs previous 13F -14,000 shares

    0.03% of the 13F portfolio, value $438,723.

    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 46,498 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $369,659.

    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).