PFG Investments, LLC WIA β€” WESTERN ASST INFLTN LKD INM

Ownership history in PFG Investments, LLC  Β·  2 quarters on record

AI Ownership Summary

PFG Investments, LLC reported WESTERN ASST INFLTN LKD INM (WIA) in 2 quarterly 13F filings from 2025 Q2 through 2026 Q2. Peak portfolio weight reached 0.02% in 2026 Q2. The latest visible filing shows WIA at 0.02% 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 WIA 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 WESTERN ASST INFLTN LKD INM, 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

WIA was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% 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
2025 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 PFG Investments, LLC held WIA β€” position size vs. price
% of Fund (quarterly)    WIA price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED β€” β€” β€” 73,300 +49,300 +205.4% 0.02% $596K 2026-07-23 $7.91
2025 Q2 INITIATED β€” β€” β€” 24,000 β€” β€” 0.01% $202K 2025-07-18 $7.69

FAQ About PFG Investments, LLC and WIA

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 WIA?

PFG Investments, LLC reported WIA across 2 quarterly 13F filings, from 2025 Q2 through 2026 Q2.

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

The largest reported portfolio weight for WIA was 0.02% in 2026 Q2.

What is the latest reported WIA position on this page?

The most recent filing on this page is 2026 Q2, when PFG Investments, LLC reported 73,300 shares, equal to 0.02% of portfolio, with an estimated market value of $596K.

What does the chart on this WIA ownership page compare?

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

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