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Disclosery

NewEdge Wealth, LLC: PGR position timeline

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

NewEdge Wealth, LLC held 43,156 PGR shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 43,156 shares
    Change vs previous 13F -422 shares

    0.1% of the 13F portfolio, value $9,427,475.

    13F-HR 0001580642-26-005094 filed by NewEdge 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 43,578 shares
    Change vs previous 13F -7,026 shares

    0.1% of the 13F portfolio, value $8,638,919.

    13F-HR 0001580642-26-003156 filed by NewEdge 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 50,604 shares
    Change vs previous 13F +5,722 shares

    0.13% of the 13F portfolio, value $11,523,542.

    13F-HR 0001580642-26-000700 filed by NewEdge 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 44,882 shares
    Change vs previous 13F -577 shares

    0.13% of the 13F portfolio, value $9,377,619.

    13F-HR 0001580642-25-007152 filed by NewEdge 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 45,459 shares
    Change vs previous 13F -486 shares

    0.17% of the 13F portfolio, value $11,151,606.

    13F-HR 0001580642-25-005035 filed by NewEdge 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 45,945 shares
    Change vs previous 13F +63 shares

    0.24% of the 13F portfolio, value $13,002,768.

    13F-HR 0001580642-25-003038 filed by NewEdge 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 45,882 shares
    Change vs previous 13F +359 shares

    0.19% of the 13F portfolio, value $10,993,802.

    13F-HR 0001580642-25-000776 filed by NewEdge 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 ended2024-09-30
    13F 45,523 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $11,551,916.

    13F-HR 0001580642-24-006887 filed by NewEdge Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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