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Disclosery

PFG Investments, LLC: SPY position timeline

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

PFG Investments, LLC held 47,482 SPY 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 47,482 shares
    Change vs previous 13F +2,030 shares

    1.37% of the 13F portfolio, value $35,458,195.

    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 45,452 shares
    Change vs previous 13F +511 shares

    1.38% of the 13F portfolio, value $29,559,176.

    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 44,941 shares
    Change vs previous 13F +6,756 shares

    1.44% of the 13F portfolio, value $30,646,488.

    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 38,185 shares
    Change vs previous 13F +1,780 shares

    1.32% of the 13F portfolio, value $25,437,768.

    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 36,405 shares
    Change vs previous 13F -1,567 shares

    1.32% of the 13F portfolio, value $22,492,729.

    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 37,972 shares
    Change vs previous 13F +958 shares

    1.36% of the 13F portfolio, value $21,241,157.

    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 37,014 shares
    Change vs previous 13F +1,175 shares

    1.35% of the 13F portfolio, value $21,693,078.

    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 35,839 shares
    Change vs previous 13F not available

    1.33% of the 13F portfolio, value $20,562,736.

    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).