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New York Life Investment Management LLC: PFG position timeline

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

New York Life Investment Management LLC held 29,630 PFG shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 29,630 shares
    Change vs previous 13F -35 shares

    0.02% of the 13F portfolio, value $3,193,521.

    13F-HR 0001133639-26-000005 filed by New York Life Investment Management 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 29,665 shares
    Change vs previous 13F +362 shares

    0.02% of the 13F portfolio, value $2,673,113.

    13F-HR 0001133639-26-000002 filed by New York Life Investment Management 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 29,303 shares
    Change vs previous 13F -538 shares

    0.02% of the 13F portfolio, value $2,584,818.

    13F-HR 0001133639-26-000001 filed by New York Life Investment Management 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 29,841 shares
    Change vs previous 13F -1,366 shares

    0.02% of the 13F portfolio, value $2,474,117.

    13F-HR 0001133639-25-000002 filed by New York Life Investment Management 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 31,207 shares
    Change vs previous 13F -243 shares

    0.02% of the 13F portfolio, value $2,478,772.

    13F-HR 0001085146-25-004443 filed by New York Life Investment Management 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 31,450 shares
    Change vs previous 13F -198 shares

    0.03% of the 13F portfolio, value $2,653,437.

    13F-HR 0001085146-25-002757 filed by New York Life Investment Management 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 31,648 shares
    Change vs previous 13F -304 shares

    0.02% of the 13F portfolio, value $2,449,872.

    13F-HR 0001085146-25-000773 filed by New York Life Investment Management 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 31,952 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,744,677.

    13F-HR 0001085146-24-005419 filed by New York Life Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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