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Disclosery

Cascade Financial Partners, LLC: PGX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Cascade Financial Partners, LLC on PGX, newest first. How the timeline and the estimate are built.

Cascade Financial Partners, LLC held 33,000 PGX shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 33,000 shares
    Change vs previous 13F -5,523 shares

    0.03% of the 13F portfolio, value $357,720.

    13F-HR 0002021208-26-000007 filed by Cascade Financial Partners, 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 38,523 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $419,130.

    13F-HR 0002021208-26-000004 filed by Cascade Financial Partners, 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 38,523 shares
    Change vs previous 13F -88,042 shares

    0.04% of the 13F portfolio, value $432,999.

    13F-HR 0002021208-26-000002 filed by Cascade Financial Partners, 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 126,565 shares
    Change vs previous 13F -76,913 shares

    0.17% of the 13F portfolio, value $1,468,151.

    13F-HR 0002021208-25-000012 filed by Cascade Financial Partners, 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 203,478 shares
    Change vs previous 13F -45,017 shares

    0.27% of the 13F portfolio, value $2,264,705.

    13F-HR 0002021208-25-000008 filed by Cascade Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 248,495 shares
    Change vs previous 13F +159,432 shares

    0.35% of the 13F portfolio, value $2,788,118.

    13F-HR 0002021208-25-000006 filed by Cascade Financial Partners, LLC
    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 89,063 shares
    Change vs previous 13F +34,014 shares

    0.13% of the 13F portfolio, value $1,026,895.

    13F-HR 0002021208-25-000002 filed by Cascade Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 55,049 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $678,754.

    13F-HR 0002011751-24-000024 filed by Cascade Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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