PFG Private Wealth Management, LLC: IBMR position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of PFG Private Wealth Management, LLC on IBMR, newest first. How the timeline and the estimate are built.
PFG Private Wealth Management, LLC held 0 IBMR shares at 2026-03-31 per its 13F-HR filed 2026-05-15.
the latest 13F is the newest step
- period ended2026-03-3113F 0 sharesChange vs previous 13F -20,633 shares
13F-HR 0001799957-26-000002 filed by PFG Private Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-12-3113F 20,633 sharesChange vs previous 13F +20,633 shares
0.23% of the 13F portfolio, value $524,697.
13F-HR 0001799957-26-000001 filed by PFG Private Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 0 sharesChange vs previous 13F -23,445 shares
13F-HR 0001799957-25-000007 filed by PFG Private Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-06-3013F 23,445 sharesChange vs previous 13F 0 shares
0.3% of the 13F portfolio, value $591,517.
13F-HR 0001799957-25-000005 filed by PFG Private Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 23,445 sharesChange vs previous 13F not available
0.32% of the 13F portfolio, value $587,063.
13F-HR 0001799957-25-000004 filed by PFG Private Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).