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Disclosery

PFG Investments, LLC: WM position timeline

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

PFG Investments, LLC held 6,265 WM 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 6,265 shares
    Change vs previous 13F +439 shares

    0.05% of the 13F portfolio, value $1,396,302.

    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 5,826 shares
    Change vs previous 13F +396 shares

    0.06% of the 13F portfolio, value $1,338,775.

    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 5,430 shares
    Change vs previous 13F -130 shares

    0.06% of the 13F portfolio, value $1,193,037.

    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 5,560 shares
    Change vs previous 13F -228 shares

    0.06% of the 13F portfolio, value $1,227,902.

    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 5,788 shares
    Change vs previous 13F -40 shares

    0.08% of the 13F portfolio, value $1,324,386.

    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 5,828 shares
    Change vs previous 13F -694 shares

    0.09% of the 13F portfolio, value $1,349,267.

    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 6,522 shares
    Change vs previous 13F -586 shares

    0.08% of the 13F portfolio, value $1,316,117.

    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 7,108 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $1,475,581.

    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).