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Disclosery

PFS Partners, LLC: ISEP position timeline

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

PFS Partners, LLC held 17,574 ISEP 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 17,574 shares
    Change vs previous 13F -278 shares

    0.25% of the 13F portfolio, value $608,061.

    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 17,852 shares
    Change vs previous 13F -517 shares

    0.27% of the 13F portfolio, value $585,368.

    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 18,369 shares
    Change vs previous 13F 0 shares

    0.27% of the 13F portfolio, value $598,725.

    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 18,369 shares
    Change vs previous 13F +1,199 shares

    0.28% of the 13F portfolio, value $585,378.

    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 17,170 shares
    Change vs previous 13F +1,156 shares

    0.27% of the 13F portfolio, value $530,809.

    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 16,014 shares
    Change vs previous 13F +5,377 shares

    0.25% of the 13F portfolio, value $460,557.

    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 10,637 shares
    Change vs previous 13F +2,813 shares

    0.16% of the 13F portfolio, value $293,106.

    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 7,824 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $226,740.

    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).