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Disclosery

VCI Wealth Management LLC: PFG position timeline

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

VCI Wealth Management LLC held 26,611 PFG shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 26,611 shares
    Change vs previous 13F +13,507 shares

    0.72% of the 13F portfolio, value $2,868,084.

    13F-HR 0002009388-26-000002 filed by VCI Wealth Management LLC
    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 13,104 shares
    Change vs previous 13F -5,607 shares

    0.33% of the 13F portfolio, value $1,180,811.

    13F-HR 0002085853-26-000440 filed by VCI Wealth Management LLC
    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 18,711 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $1,650,497.

    13F-HR 0002085853-26-000098 filed by VCI Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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