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Disclosery

RHODES INVESTMENT ADVISORS INC /ADV: PFXF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of RHODES INVESTMENT ADVISORS INC /ADV on PFXF, newest first. How the timeline and the estimate are built.

RHODES INVESTMENT ADVISORS INC /ADV held 73,644 PFXF shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 73,644 shares
    Change vs previous 13F -3,825 shares

    0.91% of the 13F portfolio, value $1,290,243.

    13F-HR 0001214659-26-012646 filed by RHODES INVESTMENT ADVISORS INC /ADV
    Accepted , ingested

  2. period ended2026-06-30
    13F 77,469 shares
    Change vs previous 13F -2,800 shares

    1.02% of the 13F portfolio, value $1,382,047.

    13F-HR 0001214659-26-009089 filed by RHODES INVESTMENT ADVISORS INC /ADV
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 80,269 shares
    Change vs previous 13F -1,800 shares

    1.21% of the 13F portfolio, value $1,407,918.

    13F-HR 0001214659-26-006133 filed by RHODES INVESTMENT ADVISORS INC /ADV
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 82,069 shares
    Change vs previous 13F not available

    1.17% of the 13F portfolio, value $1,449,339.

    13F-HR 0001214659-26-006104 filed by RHODES INVESTMENT ADVISORS INC /ADV
    Filed (acceptance time not in the bulk data set), ingested

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