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PFG Private Wealth Management, LLC: IBDR position timeline

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

PFG Private Wealth Management, LLC held 11,584 IBDR 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 11,584 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $280,680.

    13F-HR 0001799957-26-000005 filed by PFG Private Wealth Management, 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 11,584 shares
    Change vs previous 13F -9,723 shares

    0.12% of the 13F portfolio, value $280,796.

    13F-HR 0001799957-26-000002 filed by PFG Private Wealth Management, 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 21,307 shares
    Change vs previous 13F +21,307 shares

    0.23% of the 13F portfolio, value $516,269.

    13F-HR 0001799957-26-000001 filed by PFG Private Wealth Management, 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 0 shares
    Change vs previous 13F -32,343 shares

    13F-HR 0001799957-25-000007 filed by PFG Private Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  5. period ended2025-06-30
    13F 32,343 shares
    Change vs previous 13F -21 shares

    0.4% of the 13F portfolio, value $784,311.

    13F-HR 0001799957-25-000005 filed by PFG Private Wealth Management, 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 32,364 shares
    Change vs previous 13F -575,925 shares

    0.42% of the 13F portfolio, value $783,526.

    13F-HR 0001799957-25-000004 filed by PFG Private Wealth Management, 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 608,289 shares
    Change vs previous 13F +289,433 shares

    8.33% of the 13F portfolio, value $14,641,520.

    13F-HR 0001799957-25-000001 filed by PFG Private Wealth Management, 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 318,856 shares
    Change vs previous 13F not available

    4.49% of the 13F portfolio, value $7,748,191.

    13F-HR 0001799957-24-000007 filed by PFG Private Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).