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PFG Investments, LLC: SGOV position timeline

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

PFG Investments, LLC held 105,259 SGOV 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 105,259 shares
    Change vs previous 13F +14,608 shares

    0.41% of the 13F portfolio, value $10,596,456.

    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 90,651 shares
    Change vs previous 13F +33,704 shares

    0.43% of the 13F portfolio, value $9,124,973.

    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 56,947 shares
    Change vs previous 13F +11,724 shares

    0.27% of the 13F portfolio, value $5,716,379.

    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 45,223 shares
    Change vs previous 13F +5,577 shares

    0.24% of the 13F portfolio, value $4,553,957.

    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 39,646 shares
    Change vs previous 13F +9,695 shares

    0.23% of the 13F portfolio, value $3,991,960.

    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 29,951 shares
    Change vs previous 13F +3,288 shares

    0.19% of the 13F portfolio, value $3,015,171.

    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 26,663 shares
    Change vs previous 13F +118 shares

    0.17% of the 13F portfolio, value $2,674,831.

    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 26,545 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $2,673,578.

    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).