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Disclosery

LPL Financial LLC: PGEN position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LPL Financial LLC on PGEN, newest first. How the timeline and the estimate are built.

LPL Financial LLC held 228,512 PGEN shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 228,512 shares
    Change vs previous 13F +17,368 shares

    <0.01% of the 13F portfolio, value $1,302,518.

    13F-HR 0001403438-26-000004 filed by LPL Financial 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 211,144 shares
    Change vs previous 13F +6,620 shares

    <0.01% of the 13F portfolio, value $817,127.

    13F-HR 0001403438-26-000002 filed by LPL Financial 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 204,524 shares
    Change vs previous 13F +41,100 shares

    <0.01% of the 13F portfolio, value $854,910.

    13F-HR 0001403438-26-000001 filed by LPL Financial 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 163,424 shares
    Change vs previous 13F +146,100 shares

    <0.01% of the 13F portfolio, value $537,665.

    13F-HR 0001403438-25-000006 filed by LPL Financial 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 17,324 shares
    Change vs previous 13F -442 shares

    <0.01% of the 13F portfolio, value $24,600.

    13F-HR 0001403438-25-000005 filed by LPL Financial 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 17,766 shares
    Change vs previous 13F -19,856 shares

    <0.01% of the 13F portfolio, value $26,471.

    13F-HR 0001403438-25-000003 filed by LPL Financial 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 37,622 shares
    Change vs previous 13F -27,350 shares

    <0.01% of the 13F portfolio, value $42,137.

    13F-HR 0001403438-25-000002 filed by LPL Financial 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 64,972 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $61,535.

    13F-HR 0001403438-24-000004 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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