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WealthTrust Axiom LLC: PFFD position timeline

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

WealthTrust Axiom LLC held 321,568 PFFD shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 321,568 shares
    Change vs previous 13F -7,946 shares

    1.34% of the 13F portfolio, value $6,010,100.

    13F-HR 0001425949-26-000009 filed by WealthTrust Axiom 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 329,514 shares
    Change vs previous 13F +2,447 shares

    1.49% of the 13F portfolio, value $6,063,053.

    13F-HR 0001425949-26-000005 filed by WealthTrust Axiom 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 327,067 shares
    Change vs previous 13F +61,236 shares

    1.59% of the 13F portfolio, value $6,184,837.

    13F-HR 0001425949-26-000004 filed by WealthTrust Axiom LLC
    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 265,831 shares
    Change vs previous 13F -1,400 shares

    1.38% of the 13F portfolio, value $5,165,099.

    13F-HR 0001425949-25-000004 filed by WealthTrust Axiom LLC
    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 267,231 shares
    Change vs previous 13F -5,156 shares

    1.48% of the 13F portfolio, value $5,031,960.

    13F-HR 0001085146-25-004962 filed by WealthTrust Axiom LLC
    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 272,387 shares
    Change vs previous 13F +2,941 shares

    1.58% of the 13F portfolio, value $5,186,243.

    13F-HR 0001085146-25-003158 filed by WealthTrust Axiom LLC
    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 269,446 shares
    Change vs previous 13F +8,428 shares

    1.57% of the 13F portfolio, value $5,256,883.

    13F-HR 0001085146-25-001260 filed by WealthTrust Axiom LLC
    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 261,018 shares
    Change vs previous 13F not available

    1.61% of the 13F portfolio, value $5,423,947.

    13F-HR 0001085146-24-005661 filed by WealthTrust Axiom LLC
    Filed (acceptance time not in the bulk data set), ingested

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