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Proquility Private Wealth Partners, LLC: PFG position timeline

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

Proquility Private Wealth Partners, LLC held 25,356 PFG shares at 2025-03-31 per its 13F-HR filed 2025-05-15.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 25,356 shares
    Change vs previous 13F +19,405 shares

    0.66% of the 13F portfolio, value $2,139,286.

    13F-HR 0001172661-25-002154 filed by Proquility Private Wealth 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 ended2024-12-31
    13F 5,951 shares
    Change vs previous 13F -6,326 shares

    0.15% of the 13F portfolio, value $460,667.

    13F-HR 0001172661-25-000242 filed by Proquility Private Wealth 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 ended2024-09-30
    13F 12,277 shares
    Change vs previous 13F +730 shares

    0.34% of the 13F portfolio, value $1,054,594.

    13F-HR 0001172661-24-004260 filed by Proquility Private Wealth 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 ended2024-06-30
    13F 11,547 shares
    Change vs previous 13F +161 shares

    0.31% of the 13F portfolio, value $905,862.

    13F-HR 0001172661-24-003180 filed by Proquility Private Wealth 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 ended2024-03-31
    13F 11,386 shares
    Change vs previous 13F +5,809 shares

    0.34% of the 13F portfolio, value $982,726.

    13F-HR 0001172661-24-001995 filed by Proquility Private Wealth 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 ended2023-12-31
    13F 5,577 shares
    Change vs previous 13F -4,145 shares

    0.17% of the 13F portfolio, value $438,743.

    13F-HR 0001172661-24-000686 filed by Proquility Private Wealth 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 ended2023-09-30
    13F 9,722 shares
    Change vs previous 13F -309 shares

    0.29% of the 13F portfolio, value $700,674.

    13F-HR 0001172661-23-003973 filed by Proquility Private Wealth 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 ended2023-06-30
    13F 10,031 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $760,757.

    13F-HR 0001172661-23-003254 filed by Proquility Private Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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