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Disclosery

Naviter Wealth, LLC: PGR position timeline

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

Naviter Wealth, LLC held 3,471 PGR 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 3,471 shares
    Change vs previous 13F -8 shares

    0.07% of the 13F portfolio, value $758,287.

    13F-HR 0001951757-26-001175 filed by Naviter 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 ended2026-03-31
    13F 3,479 shares
    Change vs previous 13F -631 shares

    0.09% of the 13F portfolio, value $689,719.

    13F-HR 0001951757-26-000571 filed by Naviter 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 ended2025-12-31
    13F 4,110 shares
    Change vs previous 13F -2,056 shares

    0.12% of the 13F portfolio, value $935,931.

    13F-HR 0001951757-26-000260 filed by Naviter 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 ended2025-09-30
    13F 6,166 shares
    Change vs previous 13F +356 shares

    0.18% of the 13F portfolio, value $1,522,694.

    13F-HR 0001951757-25-001297 filed by Naviter 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 ended2025-06-30
    13F 5,810 shares
    Change vs previous 13F +422 shares

    0.19% of the 13F portfolio, value $1,550,457.

    13F-HR 0001951757-25-000971 filed by Naviter 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 ended2025-03-31
    13F 5,388 shares
    Change vs previous 13F +149 shares

    0.18% of the 13F portfolio, value $1,502,498.

    13F-HR 0001951757-25-000456 filed by Naviter 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 ended2024-12-31
    13F 5,239 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $1,255,317.

    13F-HR 0001951757-25-000201 filed by Naviter Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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