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Disclosery

TRUST POINT INC.: PFG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of TRUST POINT INC. on PFG, newest first. How the timeline and the estimate are built.

TRUST POINT INC. held 238,017 PFG shares at 2026-06-30 per its 13F-HR filed 2026-07-08.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 238,017 shares
    Change vs previous 13F -131,059 shares

    2.18% of the 13F portfolio, value $25,653,472.

    13F-HR 0001635633-26-000005 filed by TRUST POINT INC.
    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 369,076 shares
    Change vs previous 13F -367 shares

    2.89% of the 13F portfolio, value $33,257,438.

    13F-HR 0001635633-26-000004 filed by TRUST POINT INC.
    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 369,443 shares
    Change vs previous 13F -181 shares

    2.57% of the 13F portfolio, value $32,588,567.

    13F-HR 0001635633-26-000001 filed by TRUST POINT INC.
    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 369,624 shares
    Change vs previous 13F -60 shares

    2.47% of the 13F portfolio, value $30,645,526.

    13F-HR 0001635633-25-000009 filed by TRUST POINT INC.
    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 369,684 shares
    Change vs previous 13F 0 shares

    2.77% of the 13F portfolio, value $29,364,002.

    13F-HR 0001635633-25-000004 filed by TRUST POINT INC.
    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 369,684 shares
    Change vs previous 13F -360 shares

    2.85% of the 13F portfolio, value $31,190,242.

    13F-HR 0001635633-25-000003 filed by TRUST POINT INC.
    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 370,044 shares
    Change vs previous 13F -50,288 shares

    1.99% of the 13F portfolio, value $28,645,106.

    13F-HR 0001635633-25-000001 filed by TRUST POINT INC.
    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 420,332 shares
    Change vs previous 13F not available

    2.71% of the 13F portfolio, value $36,106,521.

    13F-HR 0001635633-24-000009 filed by TRUST POINT INC.
    Filed (acceptance time not in the bulk data set), ingested

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