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Disclosery

Integrated Wealth Concepts LLC: PGX position timeline

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

Integrated Wealth Concepts LLC held 461,448 PGX 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 461,448 shares
    Change vs previous 13F +47,971 shares

    0.03% of the 13F portfolio, value $5,002,101.

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

  2. period ended2026-03-31
    13F 413,477 shares
    Change vs previous 13F +32,348 shares

    0.04% of the 13F portfolio, value $4,498,632.

    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 381,129 shares
    Change vs previous 13F -66,468 shares

    0.05% of the 13F portfolio, value $4,283,891.

    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 447,597 shares
    Change vs previous 13F -31,229 shares

    0.05% of the 13F portfolio, value $5,192,129.

    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 478,826 shares
    Change vs previous 13F +79,098 shares

    0.05% of the 13F portfolio, value $5,329,333.

    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 399,728 shares
    Change vs previous 13F +4,610 shares

    0.05% of the 13F portfolio, value $4,484,948.

    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 395,118 shares
    Change vs previous 13F +8,035 shares

    0.05% of the 13F portfolio, value $4,555,715.

    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 387,083 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $4,780,475.

    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).