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Disclosery

PFG Investments, LLC: XLF position timeline

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

PFG Investments, LLC held 42,064 XLF 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 42,064 shares
    Change vs previous 13F -752 shares

    0.09% of the 13F portfolio, value $2,255,036.

    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 42,816 shares
    Change vs previous 13F -1,755 shares

    0.1% of the 13F portfolio, value $2,113,837.

    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 44,571 shares
    Change vs previous 13F +3,706 shares

    0.12% of the 13F portfolio, value $2,441,131.

    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 40,865 shares
    Change vs previous 13F +3,849 shares

    0.11% of the 13F portfolio, value $2,201,377.

    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 37,016 shares
    Change vs previous 13F +1,795 shares

    0.11% of the 13F portfolio, value $1,938,544.

    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 35,221 shares
    Change vs previous 13F +4,531 shares

    0.11% of the 13F portfolio, value $1,754,346.

    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 30,690 shares
    Change vs previous 13F +1,581 shares

    0.09% of the 13F portfolio, value $1,483,226.

    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 29,109 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $1,319,224.

    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).