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Disclosery

WFA Asset Management Corp: PFG position timeline

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

WFA Asset Management Corp held 548 PFG shares at 2025-09-30 per its 13F-HR filed 2025-10-30.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 548 shares
    Change vs previous 13F -140 shares

    0.03% of the 13F portfolio, value $47,086.

    13F-HR 0001994434-25-000010 filed by WFA Asset Management Corp
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 688 shares
    Change vs previous 13F +4 shares

    0.03% of the 13F portfolio, value $53,956.

    13F-HR 0001994434-25-000006 filed by WFA Asset Management Corp
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 684 shares
    Change vs previous 13F +167 shares

    0.03% of the 13F portfolio, value $59,055.

    13F-HR 0001994434-25-000002 filed by WFA Asset Management Corp
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 517 shares
    Change vs previous 13F -31 shares

    0.02% of the 13F portfolio, value $39,992.

    13F-HR 0001994434-25-000001 filed by WFA Asset Management Corp
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 548 shares
    Change vs previous 13F -140 shares

    0.03% of the 13F portfolio, value $47,086.

    13F-HR 0001994434-24-000009 filed by WFA Asset Management Corp
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 688 shares
    Change vs previous 13F +4 shares

    0.03% of the 13F portfolio, value $53,956.

    13F-HR 0001994434-24-000006 filed by WFA Asset Management Corp
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F/A 684 shares
    Change vs previous 13F +287 shares

    0.03% of the 13F portfolio, value $59,055.

    13F-HR/A 0001994434-24-000005 filed by WFA Asset Management Corp
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-12-31
    13F/A 397 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $31,236.

    13F-HR/A 0001994434-24-000004 filed by WFA Asset Management Corp
    Filed (acceptance time not in the bulk data set), ingested

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