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Disclosery

PFG Investments, LLC: SOXX position timeline

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

PFG Investments, LLC held 10,892 SOXX 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 10,892 shares
    Change vs previous 13F +48 shares

    0.27% of the 13F portfolio, value $6,979,339.

    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 10,844 shares
    Change vs previous 13F -615 shares

    0.17% of the 13F portfolio, value $3,563,864.

    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 11,459 shares
    Change vs previous 13F -3,634 shares

    0.16% of the 13F portfolio, value $3,450,923.

    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 15,093 shares
    Change vs previous 13F -363 shares

    0.21% of the 13F portfolio, value $4,091,919.

    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 15,456 shares
    Change vs previous 13F -645 shares

    0.22% of the 13F portfolio, value $3,689,351.

    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 16,101 shares
    Change vs previous 13F +124 shares

    0.19% of the 13F portfolio, value $3,029,744.

    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 15,977 shares
    Change vs previous 13F +363 shares

    0.21% of the 13F portfolio, value $3,442,871.

    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 15,614 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $3,600,371.

    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).