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Signature Wealth Management Group: PFXF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Signature Wealth Management Group on PFXF, newest first. How the timeline and the estimate are built.

Signature Wealth Management Group held 82,466 PFXF shares at 2026-03-31 per its 13F-HR filed 2026-04-01.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 82,466 shares
    Change vs previous 13F +3,413 shares

    0.55% of the 13F portfolio, value $1,446,447.

    13F-HR 0001736666-26-000002 filed by Signature Wealth Management Group
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 79,053 shares
    Change vs previous 13F -298 shares

    0.57% of the 13F portfolio, value $1,396,082.

    13F-HR 0001736666-26-000001 filed by Signature Wealth Management Group
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 79,351 shares
    Change vs previous 13F +367 shares

    0.55% of the 13F portfolio, value $1,410,074.

    13F-HR 0001736666-25-000006 filed by Signature Wealth Management Group
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 78,984 shares
    Change vs previous 13F +1,380 shares

    0.53% of the 13F portfolio, value $1,352,203.

    13F-HR 0001736666-25-000005 filed by Signature Wealth Management Group
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 77,604 shares
    Change vs previous 13F -74 shares

    0.51% of the 13F portfolio, value $1,300,642.

    13F-HR 0001736666-25-000003 filed by Signature Wealth Management Group
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 77,678 shares
    Change vs previous 13F +1,802 shares

    0.54% of the 13F portfolio, value $1,339,945.

    13F-HR 0001736666-25-000001 filed by Signature Wealth Management Group
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 75,876 shares
    Change vs previous 13F +3,971 shares

    0.56% of the 13F portfolio, value $1,385,493.

    13F-HR 0001736666-24-000004 filed by Signature Wealth Management Group
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 71,905 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $1,243,964.

    13F-HR 0001736666-24-000003 filed by Signature Wealth Management Group
    Filed (acceptance time not in the bulk data set), ingested

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