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PFG Private Wealth Management, LLC: IBMP position timeline

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

PFG Private Wealth Management, LLC held 17,827 IBMP 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 17,827 shares
    Change vs previous 13F -268 shares

    0.2% of the 13F portfolio, value $453,162.

    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 18,095 shares
    Change vs previous 13F +7,536 shares

    0.2% of the 13F portfolio, value $460,337.

    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 10,559 shares
    Change vs previous 13F +10,559 shares

    0.12% of the 13F portfolio, value $268,093.

    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 -11,643 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 11,643 shares
    Change vs previous 13F -369 shares

    0.15% of the 13F portfolio, value $295,150.

    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 12,012 shares
    Change vs previous 13F -8,678 shares

    0.16% of the 13F portfolio, value $303,663.

    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 20,690 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $520,147.

    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).