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Disclosery

PFG Investments, LLC: XLU position timeline

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

PFG Investments, LLC held 90,111 XLU 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 90,111 shares
    Change vs previous 13F +1,879 shares

    0.16% of the 13F portfolio, value $4,085,638.

    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 88,232 shares
    Change vs previous 13F -114 shares

    0.19% of the 13F portfolio, value $4,048,962.

    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 88,346 shares
    Change vs previous 13F +45,287 shares

    0.18% of the 13F portfolio, value $3,771,504.

    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 43,059 shares
    Change vs previous 13F +470 shares

    0.19% of the 13F portfolio, value $3,755,134.

    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 42,589 shares
    Change vs previous 13F +3,353 shares

    0.2% of the 13F portfolio, value $3,477,787.

    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 39,236 shares
    Change vs previous 13F +3,825 shares

    0.2% of the 13F portfolio, value $3,093,768.

    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 35,411 shares
    Change vs previous 13F +1,466 shares

    0.17% of the 13F portfolio, value $2,680,233.

    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 33,945 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $2,742,061.

    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).