PFG Investments, LLC CKX β€” CKX LDS INC

Ownership history in PFG Investments, LLC  Β·  8 quarters on record

AI Ownership Summary

PFG Investments, LLC reported CKX LDS INC (CKX) in 8 quarterly 13F filings from 2024 Q1 through 2025 Q4. Peak portfolio weight reached 0.01% in 2024 Q2. The latest visible filing shows CKX 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 CKX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was PFG Investments, LLC's position in CKX LDS INC, 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
2025 Q4

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

High-water mark
Peak Conviction
0.01% in 2024 Q2

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

Time in book
Holding Window
2024 Q1 to 2025 Q4

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.

CKX stock page PFG Investments, LLC fund profile PFG Investments, LLC full holdings
How PFG Investments, LLC held CKX β€” position size vs. price
% of Fund (quarterly)    CKX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 10.1% +13.1% ❌ 10,830 -1,220 -10.1% 0.00% $99K 2026-02-14 (Est.) $10.79
2025 Q3 REDUCED β€” β€” β€” 12,050 -107 -0.9% 0.01% $134K 2025-10-31 $10.51
2025 Q2 ADDED β€” β€” β€” 12,157 +200 +1.7% 0.01% $130K 2025-07-18 $12.39
2025 Q1 UNCHANGED β€” β€” β€” 11,957 β€” 0% 0.01% $142K 2025-04-22 $10.75
2024 Q4 REDUCED β€” β€” β€” 11,957 -123 -1.0% 0.01% $151K 2025-01-22 $11.90
2024 Q3 REDUCED β€” β€” β€” 12,080 -400 -3.2% 0.01% $168K 2024-10-24 $13.49
2024 Q2 REDUCED β€” β€” β€” 12,480 -150 -1.2% 0.01% $168K 2024-08-07 $13.20
2024 Q1 INITIATED β€” β€” β€” 12,630 β€” β€” 0.01% $167K 2024-04-22 $14.26

🏒 Other funds also holding CKX

As of 2026 Q1 β€” sorted by position size

Financial Management Professionals, Inc. 3Y 7Y 0.01% Olistico Wealth, LLC 3Y 0.0%

FAQ About PFG Investments, LLC and CKX

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

How long has PFG Investments, LLC reported owning CKX?

PFG Investments, LLC reported CKX across 8 quarterly 13F filings, from 2024 Q1 through 2025 Q4.

What was the largest reported CKX position in PFG Investments, LLC's portfolio?

The largest reported portfolio weight for CKX was 0.01% in 2024 Q2.

What is the latest reported CKX position on this page?

The most recent filing on this page is 2025 Q4, when PFG Investments, LLC reported 10,830 shares, equal to 0.00% of portfolio, with an estimated market value of $99K.

What does the chart on this CKX ownership page compare?

The chart compares PFG Investments, LLC's quarterly CKX 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.

How well did PFG Investments, LLC time their CKX position?

Based on 13F filing dates vs. subsequent CKX price moves, PFG Investments, LLC correctly timed 2 out of 6 reported position changes (33%). The annualised alpha on CKX relative to SPY over the holding period was -34.8%.

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