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Avior Wealth Management, LLC: PGR position timeline

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

Avior Wealth Management, LLC held 4,657 PGR shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 4,657 shares
    Change vs previous 13F -223 shares

    0.03% of the 13F portfolio, value $965,376.

    13F-HR 0001754960-26-000839 filed by Avior Wealth Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 4,880 shares
    Change vs previous 13F -3 shares

    0.03% of the 13F portfolio, value $1,065,937.

    13F-HR 0001754960-26-000402 filed by Avior Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 4,883 shares
    Change vs previous 13F +2,452 shares

    0.03% of the 13F portfolio, value $968,083.

    13F-HR 0001754960-26-000212 filed by Avior Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 2,431 shares
    Change vs previous 13F -657 shares

    0.02% of the 13F portfolio, value $553,692.

    13F-HR 0001754960-26-000005 filed by Avior Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 3,088 shares
    Change vs previous 13F +834 shares

    0.02% of the 13F portfolio, value $762,668.

    13F-HR 0001754960-25-000798 filed by Avior Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 2,254 shares
    Change vs previous 13F -1,083 shares

    0.02% of the 13F portfolio, value $601,566.

    13F-HR 0001754960-25-000419 filed by Avior Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 3,337 shares
    Change vs previous 13F +157 shares

    0.04% of the 13F portfolio, value $944,439.

    13F-HR 0001754960-25-000218 filed by Avior Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 3,180 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $762,023.

    13F-HR 0001599868-25-000001 filed by Avior Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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