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Disclosery

PFG Private Wealth Management, LLC: IBDZ position timeline

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

PFG Private Wealth Management, LLC held 491,365 IBDZ 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 491,365 shares
    Change vs previous 13F -41,029 shares

    5.55% of the 13F portfolio, value $12,800,058.

    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 532,394 shares
    Change vs previous 13F +45,955 shares

    5.88% of the 13F portfolio, value $13,874,188.

    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 486,439 shares
    Change vs previous 13F +486,439 shares

    5.61% of the 13F portfolio, value $12,827,396.

    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 -433,326 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 433,326 shares
    Change vs previous 13F +13,161 shares

    5.83% of the 13F portfolio, value $11,322,808.

    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 420,165 shares
    Change vs previous 13F not available

    5.86% of the 13F portfolio, value $10,834,123.

    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).