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Transamerica Financial Advisors, LLC: PFI position timeline

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

Transamerica Financial Advisors, LLC held 3,021 PFI shares at 2026-06-30 per its 13F-HR filed 2026-08-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,021 shares
    Change vs previous 13F -812 shares

    0.02% of the 13F portfolio, value $184,041.

    13F-HR 0001502149-26-000010 filed by Transamerica Financial Advisors, 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 3,833 shares
    Change vs previous 13F -242,636 shares

    0.02% of the 13F portfolio, value $204,138.

    13F-HR 0001502149-26-000006 filed by Transamerica Financial Advisors, 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 246,469 shares
    Change vs previous 13F -23,356 shares

    1.19% of the 13F portfolio, value $14,229,712.

    13F-HR 0001502149-26-000003 filed by Transamerica Financial Advisors, 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 269,825 shares
    Change vs previous 13F -11,968 shares

    1.3% of the 13F portfolio, value $15,640,743.

    13F-HR 0001502149-25-000029 filed by Transamerica Financial Advisors, 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 281,793 shares
    Change vs previous 13F -10,530 shares

    1.5% of the 13F portfolio, value $15,986,099.

    13F-HR 0001502149-25-000023 filed by Transamerica Financial Advisors, 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 292,323 shares
    Change vs previous 13F +9,545 shares

    1.59% of the 13F portfolio, value $15,625,000.

    13F-HR 0001502149-25-000012 filed by Transamerica Financial Advisors, 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 282,778 shares
    Change vs previous 13F +12,191 shares

    1.59% of the 13F portfolio, value $16,122,000.

    13F-HR 0000099189-25-000006 filed by Transamerica Financial Advisors, 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 270,587 shares
    Change vs previous 13F not available

    1.46% of the 13F portfolio, value $14,977,000.

    13F-HR 0000778209-24-000030 filed by Transamerica Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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