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GeoWealth Management, LLC: PGHY position timeline

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

GeoWealth Management, LLC held 47,468 PGHY shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 47,468 shares
    Change vs previous 13F +3,516 shares

    0.03% of the 13F portfolio, value $935,120.

    13F-HR 0001593387-26-000006 filed by GeoWealth Management, 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 43,952 shares
    Change vs previous 13F -2,954 shares

    0.03% of the 13F portfolio, value $853,109.

    13F-HR 0001593387-26-000004 filed by GeoWealth Management, 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 46,906 shares
    Change vs previous 13F -33 shares

    0.03% of the 13F portfolio, value $933,194.

    13F-HR 0001593387-26-000002 filed by GeoWealth Management, 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 46,939 shares
    Change vs previous 13F +4,940 shares

    0.03% of the 13F portfolio, value $937,981.

    13F-HR 0001593387-25-000007 filed by GeoWealth Management, 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 41,999 shares
    Change vs previous 13F -713 shares

    0.03% of the 13F portfolio, value $834,520.

    13F-HR 0001593387-25-000006 filed by GeoWealth Management, 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 42,712 shares
    Change vs previous 13F +3,905 shares

    0.03% of the 13F portfolio, value $846,552.

    13F-HR 0001593387-25-000004 filed by GeoWealth Management, 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 38,807 shares
    Change vs previous 13F +5,448 shares

    0.02% of the 13F portfolio, value $762,558.

    13F-HR 0001593387-25-000002 filed by GeoWealth Management, 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 33,359 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $674,742.

    13F-HR 0001593387-24-000007 filed by GeoWealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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