Skip to content
Disclosery

PFG Investments, LLC: XLP position timeline

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

PFG Investments, LLC held 15,500 XLP 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 15,500 shares
    Change vs previous 13F +841 shares

    0.05% of the 13F portfolio, value $1,287,569.

    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 14,659 shares
    Change vs previous 13F -201 shares

    0.06% of the 13F portfolio, value $1,201,755.

    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 14,860 shares
    Change vs previous 13F -498 shares

    0.05% of the 13F portfolio, value $1,154,308.

    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 15,358 shares
    Change vs previous 13F -652 shares

    0.06% of the 13F portfolio, value $1,203,609.

    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 16,010 shares
    Change vs previous 13F +126 shares

    0.08% of the 13F portfolio, value $1,296,336.

    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 15,884 shares
    Change vs previous 13F +1,431 shares

    0.08% of the 13F portfolio, value $1,297,209.

    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 14,453 shares
    Change vs previous 13F -82 shares

    0.07% of the 13F portfolio, value $1,136,184.

    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 14,535 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $1,206,411.

    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).