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Disclosery

IBEX WEALTH ADVISORS: PGX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of IBEX WEALTH ADVISORS on PGX, newest first. How the timeline and the estimate are built.

IBEX WEALTH ADVISORS held 117,940 PGX shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 117,940 shares
    Change vs previous 13F -3,157 shares

    0.1% of the 13F portfolio, value $1,278,471.

    13F-HR 0001686242-26-000003 filed by IBEX 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 121,097 shares
    Change vs previous 13F +909 shares

    0.12% of the 13F portfolio, value $1,317,532.

    13F-HR 0001686242-26-000002 filed by IBEX 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 120,188 shares
    Change vs previous 13F -9,775 shares

    0.13% of the 13F portfolio, value $1,350,920.

    13F-HR 0001686242-26-000001 filed by IBEX 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 129,963 shares
    Change vs previous 13F -1,657 shares

    0.14% of the 13F portfolio, value $1,507,568.

    13F-HR 0001686242-25-000007 filed by IBEX 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 131,620 shares
    Change vs previous 13F +3,003 shares

    0.16% of the 13F portfolio, value $1,464,935.

    13F-HR 0001686242-25-000004 filed by IBEX 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 128,617 shares
    Change vs previous 13F -5,636 shares

    0.19% of the 13F portfolio, value $1,443,086.

    13F-HR 0001686242-25-000002 filed by IBEX 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 134,253 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $1,547,937.

    13F-HR 0001686242-25-000001 filed by IBEX WEALTH ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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