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Disclosery

PFG Investments, LLC: TAXF position timeline

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

PFG Investments, LLC held 4,001 TAXF 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 4,001 shares
    Change vs previous 13F -156 shares

    0.01% of the 13F portfolio, value $203,375.

    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 4,157 shares
    Change vs previous 13F +29 shares

    0.01% of the 13F portfolio, value $208,041.

    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 4,128 shares
    Change vs previous 13F +51 shares

    0.01% of the 13F portfolio, value $207,971.

    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 4,077 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $204,769.

    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).