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ROMAN BUTLER FULLERTON & CO: PFXF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ROMAN BUTLER FULLERTON & CO on PFXF, newest first. How the timeline and the estimate are built.

ROMAN BUTLER FULLERTON & CO held 57,412 PFXF shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 57,412 shares
    Change vs previous 13F +9,445 shares

    0.24% of the 13F portfolio, value $1,010,459.

    13F-HR 0000733444-26-000008 filed by ROMAN BUTLER FULLERTON & CO
    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 47,967 shares
    Change vs previous 13F -2,281 shares

    0.24% of the 13F portfolio, value $855,740.

    13F-HR 0000733444-26-000004 filed by ROMAN BUTLER FULLERTON & CO
    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 50,248 shares
    Change vs previous 13F +9,079 shares

    0.24% of the 13F portfolio, value $928,073.

    13F-HR 0000733444-26-000002 filed by ROMAN BUTLER FULLERTON & CO
    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 41,169 shares
    Change vs previous 13F +15,555 shares

    0.2% of the 13F portfolio, value $736,096.

    13F-HR 0000733444-25-000004 filed by ROMAN BUTLER FULLERTON & CO
    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 25,614 shares
    Change vs previous 13F +650 shares

    0.13% of the 13F portfolio, value $448,239.

    13F-HR 0001085146-25-004331 filed by ROMAN BUTLER FULLERTON & CO
    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 24,964 shares
    Change vs previous 13F -12,925 shares

    0.15% of the 13F portfolio, value $394,677.

    13F-HR 0001085146-25-002204 filed by ROMAN BUTLER FULLERTON & CO
    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 37,889 shares
    Change vs previous 13F -3,673 shares

    0.21% of the 13F portfolio, value $670,254.

    13F-HR 0001085146-25-000640 filed by ROMAN BUTLER FULLERTON & CO
    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 41,562 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $761,840.

    13F-HR 0001085146-24-005206 filed by ROMAN BUTLER FULLERTON & CO
    Filed (acceptance time not in the bulk data set), ingested

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