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BIRCH FINANCIAL GROUP, LLC: PGR position timeline

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

BIRCH FINANCIAL GROUP, LLC held 4,194 PGR shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,194 shares
    Change vs previous 13F +71 shares

    0.47% of the 13F portfolio, value $916,082.

    13F-HR 0001754960-26-000532 filed by BIRCH FINANCIAL GROUP, LLC
    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 4,123 shares
    Change vs previous 13F +897 shares

    0.48% of the 13F portfolio, value $817,257.

    13F-HR 0001754960-26-000269 filed by BIRCH FINANCIAL GROUP, LLC
    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 3,226 shares
    Change vs previous 13F +1,236 shares

    0.42% of the 13F portfolio, value $734,588.

    13F-HR 0001754960-26-000070 filed by BIRCH FINANCIAL GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 1,990 shares
    Change vs previous 13F +338 shares

    0.29% of the 13F portfolio, value $491,414.

    13F-HR 0001754960-25-000729 filed by BIRCH FINANCIAL GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 1,652 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $440,858.

    13F-HR 0001754960-25-000730 filed by BIRCH FINANCIAL GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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