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Disclosery

Wealth Intelligence, LLC: PFXF position timeline

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

Wealth Intelligence, LLC held 546,751 PFXF shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 546,751 shares
    Change vs previous 13F +2,750 shares

    4.53% of the 13F portfolio, value $9,754,038.

    13F-HR 0002112078-26-000003 filed by Wealth Intelligence, 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 544,001 shares
    Change vs previous 13F not available

    4.59% of the 13F portfolio, value $9,541,778.

    13F-HR 0002112078-26-000002 filed by Wealth Intelligence, LLC
    Filed (acceptance time not in the bulk data set), ingested

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