Skip to content
Disclosery

KCM INVESTMENT ADVISORS LLC: PGX position timeline

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

KCM INVESTMENT ADVISORS LLC held 242,182 PGX 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 242,182 shares
    Change vs previous 13F -6,317 shares

    0.08% of the 13F portfolio, value $2,625,255.

    13F-HR 0001941040-26-000602 filed by KCM INVESTMENT ADVISORS 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 248,499 shares
    Change vs previous 13F -8,667 shares

    0.09% of the 13F portfolio, value $2,703,669.

    13F-HR 0001941040-26-000374 filed by KCM INVESTMENT ADVISORS 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 257,166 shares
    Change vs previous 13F -7,647 shares

    0.09% of the 13F portfolio, value $2,890,547.

    13F-HR 0001941040-26-000153 filed by KCM INVESTMENT ADVISORS 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 264,813 shares
    Change vs previous 13F -7,909 shares

    0.1% of the 13F portfolio, value $3,071,828.

    13F-HR 0001941040-25-000642 filed by KCM INVESTMENT ADVISORS 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 272,722 shares
    Change vs previous 13F -10,922 shares

    0.1% of the 13F portfolio, value $3,035,390.

    13F-HR 0001941040-25-000435 filed by KCM INVESTMENT ADVISORS 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 283,644 shares
    Change vs previous 13F -59,970 shares

    0.11% of the 13F portfolio, value $3,182,487.

    13F-HR 0001941040-25-000297 filed by KCM INVESTMENT ADVISORS 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 343,614 shares
    Change vs previous 13F -15,467 shares

    0.14% of the 13F portfolio, value $3,961,868.

    13F-HR 0001941040-25-000147 filed by KCM INVESTMENT ADVISORS 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 359,081 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $4,434,654.

    13F-HR 0001941040-24-000472 filed by KCM INVESTMENT ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

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