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Disclosery

CWM, LLC: PFG position timeline

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

CWM, LLC held 46,458 PFG shares at 2026-03-31 per its 13F-HR filed 2026-05-14.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 46,458 shares
    Change vs previous 13F +2,972 shares

    0.01% of the 13F portfolio, value $4,186,301.

    13F-HR 0001580642-26-003177 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 43,486 shares
    Change vs previous 13F +20,771 shares

    0.01% of the 13F portfolio, value $3,836,000.

    13F-HR 0001580642-26-000404 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 22,715 shares
    Change vs previous 13F +7,534 shares

    0.01% of the 13F portfolio, value $1,883,000.

    13F-HR 0001580642-25-006592 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 15,181 shares
    Change vs previous 13F -3,829 shares

    <0.01% of the 13F portfolio, value $1,206,000.

    13F-HR 0001580642-25-004473 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 19,010 shares
    Change vs previous 13F +6,017 shares

    0.01% of the 13F portfolio, value $1,604,000.

    13F-HR 0001580642-25-002731 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 12,993 shares
    Change vs previous 13F +583 shares

    <0.01% of the 13F portfolio, value $1,006,000.

    13F-HR 0001580642-25-000735 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 12,410 shares
    Change vs previous 13F +1,125 shares

    <0.01% of the 13F portfolio, value $1,066,000.

    13F-HR 0001580642-24-006078 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 11,285 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $885,000.

    13F-HR 0001580642-24-003600 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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