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Disclosery

PFS Partners, LLC: CB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of PFS Partners, LLC on CB, newest first. How the timeline and the estimate are built.

PFS Partners, LLC held 6,393 CB shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,393 shares
    Change vs previous 13F +3,005 shares

    0.88% of the 13F portfolio, value $2,178,518.

    13F-HR 0002002654-26-000003 filed by PFS Partners, 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 3,388 shares
    Change vs previous 13F -1,914 shares

    0.51% of the 13F portfolio, value $1,104,251.

    13F-HR 0002002654-26-000002 filed by PFS Partners, 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 5,302 shares
    Change vs previous 13F +6 shares

    0.76% of the 13F portfolio, value $1,654,997.

    13F-HR 0002002654-26-000001 filed by PFS Partners, 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 5,296 shares
    Change vs previous 13F -30 shares

    0.71% of the 13F portfolio, value $1,494,801.

    13F-HR 0002002654-25-000006 filed by PFS Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 5,326 shares
    Change vs previous 13F +7 shares

    0.78% of the 13F portfolio, value $1,542,989.

    13F-HR 0002002654-25-000004 filed by PFS Partners, 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 5,319 shares
    Change vs previous 13F +7 shares

    0.86% of the 13F portfolio, value $1,606,246.

    13F-HR 0002002654-25-000003 filed by PFS Partners, 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 5,312 shares
    Change vs previous 13F +6 shares

    0.8% of the 13F portfolio, value $1,467,666.

    13F-HR 0002002654-25-000001 filed by PFS Partners, 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 5,306 shares
    Change vs previous 13F not available

    0.88% of the 13F portfolio, value $1,530,100.

    13F-HR 0002002654-24-000005 filed by PFS Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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