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Disclosery

Falcon Wealth Planning: PGR position timeline

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

Falcon Wealth Planning held 1,385 PGR shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,385 shares
    Change vs previous 13F -124 shares

    0.02% of the 13F portfolio, value $302,480.

    13F-HR 0002085853-26-000706 filed by Falcon Wealth Planning
    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 1,509 shares
    Change vs previous 13F +152 shares

    0.02% of the 13F portfolio, value $299,078.

    13F-HR 0002085853-26-000431 filed by Falcon Wealth Planning
    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 1,357 shares
    Change vs previous 13F +328 shares

    0.03% of the 13F portfolio, value $308,940.

    13F-HR 0002085853-26-000176 filed by Falcon Wealth Planning
    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 1,029 shares
    Change vs previous 13F -45 shares

    0.02% of the 13F portfolio, value $254,029.

    13F-HR 0002085853-25-000058 filed by Falcon Wealth Planning
    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 1,074 shares
    Change vs previous 13F -31 shares

    0.03% of the 13F portfolio, value $286,519.

    13F-HR 0001667731-25-000845 filed by Falcon Wealth Planning
    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 1,105 shares
    Change vs previous 13F +129 shares

    0.03% of the 13F portfolio, value $312,632.

    13F-HR 0001667731-25-000517 filed by Falcon Wealth Planning
    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 976 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $233,779.

    13F-HR 0001667731-25-000090 filed by Falcon Wealth Planning
    Filed (acceptance time not in the bulk data set), ingested

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