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Disclosery

HB Wealth Management, LLC: PGR position timeline

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

HB Wealth Management, LLC held 34,666 PGR shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 34,666 shares
    Change vs previous 13F +2,411 shares

    0.04% of the 13F portfolio, value $7,572,934.

    13F-HR 0001172661-26-002920 filed by HB Wealth 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 32,255 shares
    Change vs previous 13F +2,864 shares

    0.04% of the 13F portfolio, value $6,394,356.

    13F-HR 0001172661-26-001543 filed by HB Wealth 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 29,391 shares
    Change vs previous 13F -1,251 shares

    0.04% of the 13F portfolio, value $6,693,019.

    13F-HR 0001172661-26-000353 filed by HB Wealth 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 30,642 shares
    Change vs previous 13F +2,490 shares

    0.05% of the 13F portfolio, value $7,567,178.

    13F-HR 0001172661-25-004398 filed by HB Wealth 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 28,152 shares
    Change vs previous 13F -3,662 shares

    0.06% of the 13F portfolio, value $7,512,797.

    13F-HR 0001172661-25-002644 filed by HB Wealth 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 31,814 shares
    Change vs previous 13F +8,236 shares

    0.08% of the 13F portfolio, value $9,003,726.

    13F-HR 0001172661-25-001594 filed by HB Wealth 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 23,578 shares
    Change vs previous 13F +3,281 shares

    0.06% of the 13F portfolio, value $5,649,694.

    13F-HR 0001172661-25-000193 filed by HB Wealth 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 20,297 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $5,150,714.

    13F-HR 0001172661-24-004257 filed by HB Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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