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Disclosery

Heritage Wealth Advisors: PGR position timeline

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

Heritage Wealth Advisors held 169,958 PGR shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 169,958 shares
    Change vs previous 13F +5,038 shares

    1.27% of the 13F portfolio, value $37,127,274.

    13F-HR 0001591122-26-000008 filed by Heritage Wealth Advisors
    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 164,920 shares
    Change vs previous 13F -25,318 shares

    1.28% of the 13F portfolio, value $32,693,771.

    13F-HR 0001591122-26-000003 filed by Heritage Wealth Advisors
    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 190,238 shares
    Change vs previous 13F +3,965 shares

    1.65% of the 13F portfolio, value $43,320,986.

    13F-HR 0001591122-26-000002 filed by Heritage Wealth Advisors
    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 186,273 shares
    Change vs previous 13F +2,835 shares

    2.01% of the 13F portfolio, value $46,000,225.

    13F-HR 0001591122-25-000010 filed by Heritage Wealth Advisors
    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 183,438 shares
    Change vs previous 13F -795 shares

    2.32% of the 13F portfolio, value $48,952,190.

    13F-HR 0001591122-25-000007 filed by Heritage Wealth Advisors
    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 184,233 shares
    Change vs previous 13F -1,765 shares

    2.64% of the 13F portfolio, value $52,139,910.

    13F-HR 0001591122-25-000004 filed by Heritage Wealth Advisors
    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 185,998 shares
    Change vs previous 13F -11,283 shares

    2.21% of the 13F portfolio, value $44,566,916.

    13F-HR 0001591122-25-000002 filed by Heritage Wealth Advisors
    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 197,281 shares
    Change vs previous 13F not available

    2.35% of the 13F portfolio, value $50,061,990.

    13F-HR 0001591122-24-000007 filed by Heritage Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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