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Integrated Wealth Concepts LLC: PGR position timeline

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

Integrated Wealth Concepts LLC held 63,503 PGR shares at 2026-06-30 per its 13F-HR/A filed 2026-09-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 63,503 shares
    Change vs previous 13F -2,000 shares

    0.09% of the 13F portfolio, value $13,872,271.

    13F-HR/A 0001737109-26-000007 filed by Integrated Wealth Concepts LLC
    Accepted , ingested

  2. period ended2026-03-31
    13F 65,503 shares
    Change vs previous 13F +24,938 shares

    0.1% of the 13F portfolio, value $12,985,229.

    13F-HR 0001737109-26-000002 filed by Integrated Wealth Concepts 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 40,565 shares
    Change vs previous 13F -8,515 shares

    0.11% of the 13F portfolio, value $9,237,390.

    13F-HR 0001737109-26-000001 filed by Integrated Wealth Concepts 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 49,080 shares
    Change vs previous 13F +5,994 shares

    0.11% of the 13F portfolio, value $12,120,233.

    13F-HR 0001737109-25-000007 filed by Integrated Wealth Concepts 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 43,086 shares
    Change vs previous 13F +15,124 shares

    0.12% of the 13F portfolio, value $11,497,890.

    13F-HR 0001737109-25-000006 filed by Integrated Wealth Concepts 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 27,962 shares
    Change vs previous 13F +857 shares

    0.09% of the 13F portfolio, value $7,913,506.

    13F-HR 0001737109-25-000004 filed by Integrated Wealth Concepts 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 27,105 shares
    Change vs previous 13F +4,314 shares

    0.08% of the 13F portfolio, value $6,494,551.

    13F-HR 0001737109-25-000002 filed by Integrated Wealth Concepts 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 22,791 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $5,783,452.

    13F-HR 0001737109-24-000006 filed by Integrated Wealth Concepts LLC
    Filed (acceptance time not in the bulk data set), ingested

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