IFG Advisory, LLC PFX β€” PHENIXFIN CORP

Ownership history in IFG Advisory, LLC  Β·  1 quarter on record

AI Ownership Summary

IFG Advisory, LLC reported PHENIXFIN CORP (PFX) in 1 quarterly 13F filing from 2026 Q2 through 2026 Q2. The latest visible filing shows PFX at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this PFX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was IFG Advisory, LLC's position in PHENIXFIN CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

PFX was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q2 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How IFG Advisory, LLC held PFX β€” position size vs. price
% of Fund (quarterly)    PFX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 INITIATED β€” β€” β€” 7 β€” β€” 0.00% $298 2026-08-14 $45.70

FAQ About IFG Advisory, LLC and PFX

These are the practical questions this page is built to answer before you even open the full history table.

How long has IFG Advisory, LLC reported owning PFX?

IFG Advisory, LLC reported PFX across 1 quarterly 13F filings, from 2026 Q2 through 2026 Q2.

What was the largest reported PFX position in IFG Advisory, LLC's portfolio?

The largest reported portfolio weight for PFX was 0.00% in 2026 Q2.

What is the latest reported PFX position on this page?

The most recent filing on this page is 2026 Q2, when IFG Advisory, LLC reported 7 shares, equal to 0.00% of portfolio, with an estimated market value of $298.

What does the chart on this PFX ownership page compare?

The chart compares IFG Advisory, LLC's quarterly PFX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to IFG Advisory, LLC Holdings