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Disclosery

Shorepoint Capital Partners LLC: PFIS position timeline

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

Shorepoint Capital Partners LLC held 2,342 PFIS shares at 2025-09-30 per its 13F-HR filed 2025-10-03.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 2,342 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $256,020.

    13F-HR 0001759476-25-000004 filed by Shorepoint Capital Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec ยง4.2).