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Disclosery

Unigestion Holding SA: PFG position timeline

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

Unigestion Holding SA held 41,155 PFG shares at 2025-03-31 per its 13F-HR filed 2025-04-10.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 41,155 shares
    Change vs previous 13F -4,369 shares

    0.2% of the 13F portfolio, value $3,472,247.

    13F-HR 0001745879-25-000002 filed by Unigestion Holding SA
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-12-31
    13F 45,524 shares
    Change vs previous 13F 0 shares

    0.2% of the 13F portfolio, value $3,524,013.

    13F-HR 0001745879-25-000001 filed by Unigestion Holding SA
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-09-30
    13F 45,524 shares
    Change vs previous 13F +45,524 shares

    0.19% of the 13F portfolio, value $3,910,512.

    13F-HR 0001745879-24-000006 filed by Unigestion Holding SA
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2023-09-30
    13F 0 shares
    Change vs previous 13F -7,138 shares

    13F-HR 0001745879-23-000004 filed by Unigestion Holding SA
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  5. period ended2023-06-30
    13F 7,138 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $539,704.

    13F-HR 0001745879-23-000003 filed by Unigestion Holding SA
    Filed (acceptance time not in the bulk data set), ingested

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