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Disclosery

Finivi Inc.: PGR position timeline

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

Finivi Inc. held 2,591 PGR shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 2,591 shares
    Change vs previous 13F +127 shares

    0.26% of the 13F portfolio, value $537,140.

    13F-HR 0002085853-26-001151 filed by Finivi Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 2,464 shares
    Change vs previous 13F +172 shares

    0.28% of the 13F portfolio, value $538,261.

    13F-HR 0002085853-26-000668 filed by Finivi Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 2,292 shares
    Change vs previous 13F +353 shares

    0.25% of the 13F portfolio, value $454,366.

    13F-HR 0002085853-26-000338 filed by Finivi Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 1,939 shares
    Change vs previous 13F -43 shares

    0.26% of the 13F portfolio, value $441,558.

    13F-HR 0002085853-26-000104 filed by Finivi Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 1,982 shares
    Change vs previous 13F +7 shares

    0.31% of the 13F portfolio, value $489,463.

    13F-HR 0002085853-25-000310 filed by Finivi Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 1,975 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $527,049.

    13F-HR 0002085853-25-000309 filed by Finivi Inc.
    Filed (acceptance time not in the bulk data set), ingested

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