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Disclosery

PFG Investments, LLC: XLV position timeline

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

PFG Investments, LLC held 12,942 XLV 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 12,942 shares
    Change vs previous 13F -539 shares

    0.08% of the 13F portfolio, value $2,053,453.

    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 13,481 shares
    Change vs previous 13F +541 shares

    0.09% of the 13F portfolio, value $1,976,491.

    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 12,940 shares
    Change vs previous 13F -269 shares

    0.09% of the 13F portfolio, value $2,003,058.

    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 13,209 shares
    Change vs previous 13F +192 shares

    0.1% of the 13F portfolio, value $1,838,277.

    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 13,017 shares
    Change vs previous 13F -531 shares

    0.1% of the 13F portfolio, value $1,754,496.

    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 13,548 shares
    Change vs previous 13F -596 shares

    0.13% of the 13F portfolio, value $1,978,161.

    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 14,144 shares
    Change vs previous 13F +4,447 shares

    0.12% of the 13F portfolio, value $1,945,850.

    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 9,697 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $1,493,596.

    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).