PFG Private Wealth Management, LLC: KR position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of PFG Private Wealth Management, LLC on KR, newest first. How the timeline and the estimate are built.
PFG Private Wealth Management, LLC held 4,763 KR shares at 2026-06-30 per its 13F-HR filed 2026-07-23.
the latest 13F is the newest step
- period ended2026-06-3013F 4,763 sharesChange vs previous 13F +317 shares
0.11% of the 13F portfolio, value $264,489.
13F-HR 0001799957-26-000005 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 ended2026-03-3113F 4,446 sharesChange vs previous 13F +345 shares
0.14% of the 13F portfolio, value $321,713.
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).
- period ended2025-12-3113F 4,101 sharesChange vs previous 13F +4,101 shares
0.11% of the 13F portfolio, value $256,230.
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 -2,935 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 2,935 sharesChange vs previous 13F +126 shares
0.11% of the 13F portfolio, value $210,528.
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 2,809 sharesChange vs previous 13F +21 shares
0.1% of the 13F portfolio, value $190,141.
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).
- period ended2024-12-3113F 2,788 sharesChange vs previous 13F -20 shares
0.1% of the 13F portfolio, value $170,486.
13F-HR 0001799957-25-000001 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 ended2024-09-3013F 2,808 sharesChange vs previous 13F not available
0.09% of the 13F portfolio, value $160,898.
13F-HR 0001799957-24-000007 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).