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Disclosery

PFG Investments, LLC: XLK position timeline

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

PFG Investments, LLC held 224,935 XLK 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 224,935 shares
    Change vs previous 13F +21,195 shares

    1.66% of the 13F portfolio, value $42,854,665.

    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 203,740 shares
    Change vs previous 13F +33,122 shares

    1.26% of the 13F portfolio, value $27,077,028.

    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 170,618 shares
    Change vs previous 13F +146,249 shares

    1.16% of the 13F portfolio, value $24,563,885.

    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 24,369 shares
    Change vs previous 13F +641 shares

    0.36% of the 13F portfolio, value $6,868,534.

    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 23,728 shares
    Change vs previous 13F +6,260 shares

    0.35% of the 13F portfolio, value $6,008,730.

    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 17,468 shares
    Change vs previous 13F -1,058 shares

    0.23% of the 13F portfolio, value $3,606,730.

    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 18,526 shares
    Change vs previous 13F +836 shares

    0.27% of the 13F portfolio, value $4,307,643.

    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 17,690 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $3,993,743.

    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).