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Disclosery

PFG Investments, LLC: XLY position timeline

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

PFG Investments, LLC held 39,068 XLY 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 39,068 shares
    Change vs previous 13F +701 shares

    0.18% of the 13F portfolio, value $4,581,843.

    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 38,367 shares
    Change vs previous 13F +4,996 shares

    0.19% of the 13F portfolio, value $4,181,240.

    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 33,371 shares
    Change vs previous 13F +31,848 shares

    0.19% of the 13F portfolio, value $3,984,815.

    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 1,523 shares
    Change vs previous 13F +34 shares

    0.02% of the 13F portfolio, value $364,877.

    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 1,489 shares
    Change vs previous 13F -446 shares

    0.02% of the 13F portfolio, value $323,518.

    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 1,935 shares
    Change vs previous 13F +140 shares

    0.02% of the 13F portfolio, value $382,179.

    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 1,795 shares
    Change vs previous 13F +183 shares

    0.03% of the 13F portfolio, value $402,742.

    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 1,612 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $322,975.

    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).