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Disclosery

PFG Investments, LLC: XYLD position timeline

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

PFG Investments, LLC held 94,290 XYLD 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 94,290 shares
    Change vs previous 13F +3,028 shares

    0.15% of the 13F portfolio, value $3,846,106.

    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 91,262 shares
    Change vs previous 13F +1,749 shares

    0.17% of the 13F portfolio, value $3,571,080.

    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 89,513 shares
    Change vs previous 13F +93 shares

    0.17% of the 13F portfolio, value $3,636,906.

    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 89,420 shares
    Change vs previous 13F +5,793 shares

    0.18% of the 13F portfolio, value $3,510,642.

    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 83,627 shares
    Change vs previous 13F +10,054 shares

    0.19% of the 13F portfolio, value $3,256,435.

    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 73,573 shares
    Change vs previous 13F +3,179 shares

    0.19% of the 13F portfolio, value $2,905,382.

    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 70,394 shares
    Change vs previous 13F -4,930 shares

    0.18% of the 13F portfolio, value $2,949,490.

    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 75,324 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $3,125,954.

    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).