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Disclosery

PFG Investments, LLC: SPYI position timeline

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

PFG Investments, LLC held 83,370 SPYI 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 83,370 shares
    Change vs previous 13F +17,055 shares

    0.17% of the 13F portfolio, value $4,426,114.

    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 66,315 shares
    Change vs previous 13F +2,320 shares

    0.15% of the 13F portfolio, value $3,273,981.

    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 63,995 shares
    Change vs previous 13F +2,485 shares

    0.16% of the 13F portfolio, value $3,361,667.

    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 61,510 shares
    Change vs previous 13F -3,289 shares

    0.17% of the 13F portfolio, value $3,216,995.

    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 64,799 shares
    Change vs previous 13F +9,604 shares

    0.19% of the 13F portfolio, value $3,260,705.

    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 55,195 shares
    Change vs previous 13F +18,958 shares

    0.17% of the 13F portfolio, value $2,643,299.

    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 36,237 shares
    Change vs previous 13F +14,551 shares

    0.11% of the 13F portfolio, value $1,841,557.

    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 21,686 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,110,973.

    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).