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CAPTRUST FINANCIAL ADVISORS: PGX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CAPTRUST FINANCIAL ADVISORS on PGX, newest first. How the timeline and the estimate are built.

CAPTRUST FINANCIAL ADVISORS held 75,125 PGX shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 75,125 shares
    Change vs previous 13F +6,266 shares

    <0.01% of the 13F portfolio, value $814,355.

    13F-HR 0001062993-26-004295 filed by CAPTRUST FINANCIAL 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 68,859 shares
    Change vs previous 13F -2,363 shares

    <0.01% of the 13F portfolio, value $749,183.

    13F-HR 0001062993-26-002655 filed by CAPTRUST FINANCIAL 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 71,222 shares
    Change vs previous 13F -1,310 shares

    <0.01% of the 13F portfolio, value $800,534.

    13F-HR 0001062993-26-000955 filed by CAPTRUST FINANCIAL 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 72,532 shares
    Change vs previous 13F -12,016 shares

    <0.01% of the 13F portfolio, value $841,366.

    13F-HR 0001062993-25-016947 filed by CAPTRUST FINANCIAL 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 84,548 shares
    Change vs previous 13F +7,772 shares

    <0.01% of the 13F portfolio, value $941,022.

    13F-HR 0001062993-25-014473 filed by CAPTRUST FINANCIAL 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 76,776 shares
    Change vs previous 13F -9,951 shares

    <0.01% of the 13F portfolio, value $861,421.

    13F-HR 0001062993-25-009406 filed by CAPTRUST FINANCIAL 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 86,727 shares
    Change vs previous 13F -1,226 shares

    <0.01% of the 13F portfolio, value $999,959.

    13F-HR 0001062993-25-002458 filed by CAPTRUST FINANCIAL 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 87,953 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,086,219.

    13F-HR 0001062993-24-019125 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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