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Arkadios Wealth Advisors: PGR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Arkadios Wealth Advisors on PGR, newest first. How the timeline and the estimate are built.

Arkadios Wealth Advisors held 10,042 PGR shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,042 shares
    Change vs previous 13F -15,056 shares

    0.03% of the 13F portfolio, value $2,193,567.

    13F-HR 0001800798-26-000004 filed by Arkadios Wealth Advisors
    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 25,098 shares
    Change vs previous 13F +1,714 shares

    0.08% of the 13F portfolio, value $4,975,360.

    13F-HR 0001800798-26-000002 filed by Arkadios Wealth Advisors
    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 23,384 shares
    Change vs previous 13F +888 shares

    0.11% of the 13F portfolio, value $5,324,835.

    13F-HR 0001800798-26-000001 filed by Arkadios Wealth Advisors
    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 22,496 shares
    Change vs previous 13F +18,558 shares

    0.14% of the 13F portfolio, value $5,555,545.

    13F-HR 0001800798-25-000006 filed by Arkadios Wealth Advisors
    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 3,938 shares
    Change vs previous 13F +703 shares

    0.03% of the 13F portfolio, value $1,050,813.

    13F-HR 0001800798-25-000004 filed by Arkadios Wealth Advisors
    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 3,235 shares
    Change vs previous 13F -330 shares

    0.03% of the 13F portfolio, value $915,586.

    13F-HR 0001800798-25-000002 filed by Arkadios Wealth Advisors
    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 3,565 shares
    Change vs previous 13F +318 shares

    0.05% of the 13F portfolio, value $854,153.

    13F-HR 0001800798-25-000001 filed by Arkadios Wealth Advisors
    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 3,247 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $823,857.

    13F-HR 0001800798-24-000006 filed by Arkadios Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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