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Disclosery

Impact Partnership Wealth, LLC: PGR position timeline

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

Impact Partnership Wealth, LLC held 12,975 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 12,975 shares
    Change vs previous 13F +3,515 shares

    0.28% of the 13F portfolio, value $2,834,349.

    13F-HR 0001984555-26-000004 filed by Impact Partnership Wealth, 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 9,460 shares
    Change vs previous 13F +3,071 shares

    0.23% of the 13F portfolio, value $1,875,305.

    13F-HR 0001984555-26-000003 filed by Impact Partnership Wealth, 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 6,389 shares
    Change vs previous 13F +2,010 shares

    0.19% of the 13F portfolio, value $1,454,943.

    13F-HR 0001984555-26-000002 filed by Impact Partnership Wealth, 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 4,379 shares
    Change vs previous 13F +1,543 shares

    0.16% of the 13F portfolio, value $1,081,356.

    13F-HR 0001984555-25-000006 filed by Impact Partnership Wealth, 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 2,836 shares
    Change vs previous 13F -153 shares

    0.14% of the 13F portfolio, value $756,748.

    13F-HR 0001984555-25-000004 filed by Impact Partnership Wealth, 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 2,989 shares
    Change vs previous 13F +149 shares

    0.18% of the 13F portfolio, value $845,882.

    13F-HR 0001984555-25-000003 filed by Impact Partnership Wealth, 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 2,840 shares
    Change vs previous 13F +323 shares

    0.14% of the 13F portfolio, value $680,528.

    13F-HR 0001984555-25-000001 filed by Impact Partnership Wealth, 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 2,517 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $638,725.

    13F-HR 0001984555-24-000004 filed by Impact Partnership Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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