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Disclosery

Portland Financial Advisors Inc: PGX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Portland Financial Advisors Inc on PGX, newest first. How the timeline and the estimate are built.

Portland Financial Advisors Inc held 28,070 PGX 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 28,070 shares
    Change vs previous 13F 0 shares

    0.56% of the 13F portfolio, value $304,279.

    13F-HR 0002054942-26-000003 filed by Portland Financial Advisors 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 28,070 shares
    Change vs previous 13F 0 shares

    0.64% of the 13F portfolio, value $305,402.

    13F-HR 0002054942-26-000002 filed by Portland Financial Advisors 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 28,070 shares
    Change vs previous 13F 0 shares

    0.67% of the 13F portfolio, value $315,507.

    13F-HR 0002054942-26-000001 filed by Portland Financial Advisors 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 28,070 shares
    Change vs previous 13F +430 shares

    0.69% of the 13F portfolio, value $325,612.

    13F-HR 0002054942-25-000006 filed by Portland Financial Advisors 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 27,640 shares
    Change vs previous 13F -1,030 shares

    0.74% of the 13F portfolio, value $307,633.

    13F-HR 0002054942-25-000003 filed by Portland Financial Advisors 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 28,670 shares
    Change vs previous 13F -4,018 shares

    0.82% of the 13F portfolio, value $321,677.

    13F-HR 0002054942-25-000002 filed by Portland Financial Advisors 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 32,688 shares
    Change vs previous 13F not available

    1.01% of the 13F portfolio, value $376,893.

    13F-HR 0002054942-25-000001 filed by Portland Financial Advisors Inc
    Filed (acceptance time not in the bulk data set), ingested

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