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Disclosery

PFG Investments, LLC: SPLV position timeline

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

PFG Investments, LLC held 50,098 SPLV 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 50,098 shares
    Change vs previous 13F +1,915 shares

    0.15% of the 13F portfolio, value $3,752,374.

    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 48,183 shares
    Change vs previous 13F -9,605 shares

    0.16% of the 13F portfolio, value $3,524,092.

    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 57,788 shares
    Change vs previous 13F +575 shares

    0.19% of the 13F portfolio, value $4,127,248.

    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 57,213 shares
    Change vs previous 13F -3,267 shares

    0.22% of the 13F portfolio, value $4,203,998.

    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 60,480 shares
    Change vs previous 13F +359 shares

    0.26% of the 13F portfolio, value $4,404,160.

    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 60,121 shares
    Change vs previous 13F -1,090 shares

    0.29% of the 13F portfolio, value $4,492,228.

    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 61,211 shares
    Change vs previous 13F -1,249 shares

    0.27% of the 13F portfolio, value $4,284,790.

    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 62,460 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $4,480,275.

    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).