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Disclosery

PFG Investments, LLC: XYZ position timeline

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

PFG Investments, LLC held 8,007 XYZ 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 8,007 shares
    Change vs previous 13F -540 shares

    0.02% of the 13F portfolio, value $608,532.

    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 8,547 shares
    Change vs previous 13F -1,140 shares

    0.02% of the 13F portfolio, value $514,358.

    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 9,687 shares
    Change vs previous 13F -6,796 shares

    0.03% of the 13F portfolio, value $630,527.

    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 16,483 shares
    Change vs previous 13F +5,570 shares

    0.06% of the 13F portfolio, value $1,191,226.

    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 10,913 shares
    Change vs previous 13F -1,654 shares

    0.04% of the 13F portfolio, value $741,320.

    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 12,567 shares
    Change vs previous 13F -2,128 shares

    0.04% of the 13F portfolio, value $682,765.

    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 14,695 shares
    Change vs previous 13F -975 shares

    0.08% of the 13F portfolio, value $1,248,928.

    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 15,670 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,051,927.

    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).