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Disclosery

PDS Planning, Inc: PGR position timeline

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

PDS Planning, Inc held 3,008 PGR shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,008 shares
    Change vs previous 13F -216 shares

    0.04% of the 13F portfolio, value $657,098.

    13F-HR 0000838618-26-000003 filed by PDS Planning, Inc
    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 3,224 shares
    Change vs previous 13F +175 shares

    0.04% of the 13F portfolio, value $639,126.

    13F-HR 0000838618-26-000002 filed by PDS Planning, Inc
    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 3,049 shares
    Change vs previous 13F -17 shares

    0.05% of the 13F portfolio, value $694,318.

    13F-HR 0000838618-26-000001 filed by PDS Planning, Inc
    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 3,066 shares
    Change vs previous 13F -22 shares

    0.05% of the 13F portfolio, value $757,149.

    13F-HR 0000838618-25-000008 filed by PDS Planning, Inc
    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 3,088 shares
    Change vs previous 13F -95 shares

    0.06% of the 13F portfolio, value $824,064.

    13F-HR 0000838618-25-000006 filed by PDS Planning, Inc
    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 3,183 shares
    Change vs previous 13F +180 shares

    0.08% of the 13F portfolio, value $900,821.

    13F-HR 0000838618-25-000005 filed by PDS Planning, Inc
    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 3,003 shares
    Change vs previous 13F +325 shares

    0.06% of the 13F portfolio, value $719,549.

    13F-HR 0000838618-25-000001 filed by PDS Planning, Inc
    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 2,678 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $679,569.

    13F-HR 0000838618-24-000005 filed by PDS Planning, Inc
    Filed (acceptance time not in the bulk data set), ingested

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