PFG Investments, LLC SLDP — SOLID POWER INC

Ownership history in PFG Investments, LLC  ·  9 quarters on record

AI Ownership Summary

PFG Investments, LLC reported SOLID POWER INC (SLDP) in 9 quarterly 13F filings from 2024 Q1 through 2026 Q1. The latest visible filing shows SLDP 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 SLDP 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 SOLID POWER 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
2026 Q1

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

High-water mark
Peak Conviction
0.0% 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 2026 Q1

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.

SLDP stock page PFG Investments, LLC fund profile PFG Investments, LLC full holdings
How PFG Investments, LLC held SLDP — position size vs. price
% of Fund (quarterly)    SLDP price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 11,500 — 0% 0.00% $34K 2026-04-27 $3.57
2025 Q4 REDUCED 30.3% -29.4% ✅ 11,500 -5,000 -30.3% 0.00% $49K 2026-01-26 $5.09
2025 Q3 UNCHANGED — — — 16,500 — 0% 0.00% $57K 2025-10-31 $6.28
2025 Q2 UNCHANGED — — — 16,500 — 0% 0.00% $36K 2025-07-18 $3.77
2025 Q1 REDUCED 37.4% +108.6% ❌ 16,500 -9,855 -37.4% 0.00% $17K 2025-04-22 $1.15
2024 Q4 ADDED — — — 26,355 +5,000 +23.4% 0.00% $50K 2025-01-22 $1.59
2024 Q3 REDUCED 20.0% +58.5% ❌ 21,355 -5,345 -20.0% 0.00% $29K 2024-10-24 $1.23
2024 Q2 ADDED — — — 26,700 +1,500 +6.0% 0.00% $44K 2024-08-07 $1.28
2024 Q1 INITIATED — — — 25,200 — — 0.00% $51K 2024-04-22 $1.66

🏢 Other funds also holding SLDP

As of 2026 Q1 — sorted by position size

Ground Swell Capital, LLC 3Y 7Y 0.1% Gainplan LLC 3Y 7Y 0.04% Bright Futures Wealth Management, LLC. 0.03% GEM Asset Management, LLC 3Y 0.01% TSG Advice Partners, LLC 0.0% LexAurum Advisors, LLC 3Y 7Y 0.0% SBI Securities Co., Ltd. 0.0% WOLFF WIESE MAGANA LLC 3Y 0.0% Medallion Wealth Advisors, LLC 0.0% Spire Wealth Management 3Y 0.0%

FAQ About PFG Investments, LLC and SLDP

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 SLDP?

PFG Investments, LLC reported SLDP across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

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

The largest reported portfolio weight for SLDP was 0.00% in 2024 Q2.

What is the latest reported SLDP position on this page?

The most recent filing on this page is 2026 Q1, when PFG Investments, LLC reported 11,500 shares, equal to 0.00% of portfolio, with an estimated market value of $34K.

What does the chart on this SLDP ownership page compare?

The chart compares PFG Investments, LLC's quarterly SLDP 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 SLDP position?

Based on 13F filing dates vs. subsequent SLDP price moves, PFG Investments, LLC correctly timed 1 out of 6 reported position changes (17%). The annualised alpha on SLDP relative to SPY over the holding period was +89.2%.

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