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Disclosery

Marcum Wealth, LLC: PGR position timeline

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

Marcum Wealth, LLC held 53,920 PGR shares at 2025-03-31 per its 13F-HR filed 2025-04-02.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 53,920 shares
    Change vs previous 13F +6,430 shares

    1.32% of the 13F portfolio, value $15,259,948.

    13F-HR 0001784450-25-000004 filed by Marcum 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 ended2024-12-31
    13F 47,490 shares
    Change vs previous 13F -38 shares

    0.99% of the 13F portfolio, value $11,379,114.

    13F-HR 0001784450-25-000001 filed by Marcum 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 ended2024-09-30
    13F 47,528 shares
    Change vs previous 13F -26 shares

    1.12% of the 13F portfolio, value $12,060,737.

    13F-HR 0001784450-24-000006 filed by Marcum 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 ended2024-06-30
    13F 47,554 shares
    Change vs previous 13F +240 shares

    0.99% of the 13F portfolio, value $9,877,462.

    13F-HR 0001784450-24-000004 filed by Marcum 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 ended2024-03-31
    13F 47,314 shares
    Change vs previous 13F -194 shares

    0.99% of the 13F portfolio, value $9,785,496.

    13F-HR 0001784450-24-000003 filed by Marcum 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 ended2023-12-31
    13F 47,508 shares
    Change vs previous 13F -242 shares

    0.81% of the 13F portfolio, value $7,567,080.

    13F-HR 0001784450-24-000001 filed by Marcum 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 ended2023-09-30
    13F 47,750 shares
    Change vs previous 13F -43 shares

    0.8% of the 13F portfolio, value $6,651,575.

    13F-HR 0001784450-23-000005 filed by Marcum 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 ended2023-06-30
    13F 47,793 shares
    Change vs previous 13F not available

    0.74% of the 13F portfolio, value $6,326,359.

    13F-HR 0001784450-23-000004 filed by Marcum Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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