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Disclosery

Wedmont Private Capital: PFG position timeline

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

Wedmont Private Capital held 2,974 PFG shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 2,974 shares
    Change vs previous 13F +203 shares

    0.01% of the 13F portfolio, value $326,445.

    13F-HR 0001904274-26-000006 filed by Wedmont Private Capital
    Accepted , ingested

  2. period ended2026-06-30
    13F 2,771 shares
    Change vs previous 13F +279 shares

    0.01% of the 13F portfolio, value $311,017.

    13F-HR 0001904274-26-000005 filed by Wedmont Private Capital
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 2,492 shares
    Change vs previous 13F -114 shares

    0.01% of the 13F portfolio, value $234,707.

    13F-HR 0001904274-26-000004 filed by Wedmont Private Capital
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 2,606 shares
    Change vs previous 13F +92 shares

    0.01% of the 13F portfolio, value $236,814.

    13F-HR 0001904274-26-000002 filed by Wedmont Private Capital
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 2,514 shares
    Change vs previous 13F -372 shares

    0.01% of the 13F portfolio, value $210,098.

    13F-HR 0001904274-25-000007 filed by Wedmont Private Capital
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 2,886 shares
    Change vs previous 13F -223 shares

    0.01% of the 13F portfolio, value $233,380.

    13F-HR 0001904274-25-000005 filed by Wedmont Private Capital
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 3,109 shares
    Change vs previous 13F +48 shares

    0.01% of the 13F portfolio, value $225,775.

    13F-HR 0001904274-25-000004 filed by Wedmont Private Capital
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 3,061 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $233,683.

    13F-HR 0001904274-25-000001 filed by Wedmont Private Capital
    Filed (acceptance time not in the bulk data set), ingested

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