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Disclosery

Clearstead Advisors, LLC: PGX position timeline

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

Clearstead Advisors, LLC held 1,567,477 PGX shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,567,477 shares
    Change vs previous 13F -130,312 shares

    0.16% of the 13F portfolio, value $16,991,453.

    13F-HR 0000842775-26-000004 filed by Clearstead Advisors, 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 1,697,789 shares
    Change vs previous 13F +14,799 shares

    0.17% of the 13F portfolio, value $18,471,945.

    13F-HR 0000842775-26-000003 filed by Clearstead Advisors, 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 1,682,990 shares
    Change vs previous 13F +466,546 shares

    0.24% of the 13F portfolio, value $18,916,812.

    13F-HR 0000842775-26-000001 filed by Clearstead Advisors, 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 1,216,444 shares
    Change vs previous 13F +428,903 shares

    0.21% of the 13F portfolio, value $14,110,749.

    13F-HR 0000842775-25-000007 filed by Clearstead Advisors, 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 787,541 shares
    Change vs previous 13F +71,504 shares

    0.12% of the 13F portfolio, value $8,765,332.

    13F-HR 0001708001-25-000003 filed by Clearstead Advisors, 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 716,037 shares
    Change vs previous 13F -23,091 shares

    0.12% of the 13F portfolio, value $8,033,937.

    13F-HR 0000842775-25-000005 filed by Clearstead Advisors, 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 739,128 shares
    Change vs previous 13F +114,445 shares

    0.13% of the 13F portfolio, value $8,522,147.

    13F-HR 0000842775-25-000001 filed by Clearstead Advisors, 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 624,683 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $7,714,838.

    13F-HR 0001708001-24-000008 filed by Clearstead Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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