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Disclosery

Dakota Wealth Management: PGR position timeline

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

Dakota Wealth Management held 43,830 PGR shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 43,830 shares
    Change vs previous 13F -14,221 shares

    0.18% of the 13F portfolio, value $9,574,654.

    13F-HR 0001951757-26-001143 filed by Dakota Wealth Management
    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/A 58,051 shares
    Change vs previous 13F -5,531 shares

    0.25% of the 13F portfolio, value $11,508,031.

    13F-HR/A 0001951757-26-001603 filed by Dakota Wealth Management
    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/A 63,582 shares
    Change vs previous 13F +10,641 shares

    0.26% of the 13F portfolio, value $14,478,944.

    13F-HR/A 0001951757-26-001604 filed by Dakota Wealth Management
    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/A 52,941 shares
    Change vs previous 13F -34,564 shares

    0.26% of the 13F portfolio, value $13,073,781.

    13F-HR/A 0001951757-26-001605 filed by Dakota Wealth Management
    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 87,505 shares
    Change vs previous 13F -40,153 shares

    0.49% of the 13F portfolio, value $23,351,493.

    13F-HR 0001951757-25-000874 filed by Dakota Wealth Management
    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 127,658 shares
    Change vs previous 13F +1,388 shares

    0.85% of the 13F portfolio, value $36,128,401.

    13F-HR 0001951757-25-000489 filed by Dakota Wealth Management
    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 126,270 shares
    Change vs previous 13F +3,774 shares

    0.7% of the 13F portfolio, value $30,255,640.

    13F-HR 0001951757-25-000061 filed by Dakota Wealth Management
    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 122,496 shares
    Change vs previous 13F not available

    0.7% of the 13F portfolio, value $31,084,617.

    13F-HR 0001951757-24-001101 filed by Dakota Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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