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Sequoia Financial Advisors, LLC: PGX position timeline

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

Sequoia Financial Advisors, LLC held 45,446 PGX shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 45,446 shares
    Change vs previous 13F -5,928 shares

    <0.01% of the 13F portfolio, value $492,640.

    13F-HR 0001599900-26-000003 filed by Sequoia Financial Advisors, 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 51,374 shares
    Change vs previous 13F -4,037 shares

    <0.01% of the 13F portfolio, value $558,948.

    13F-HR 0001599900-26-000002 filed by Sequoia Financial Advisors, 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 55,411 shares
    Change vs previous 13F -6,527 shares

    <0.01% of the 13F portfolio, value $622,816.

    13F-HR 0001599900-26-000001 filed by Sequoia Financial Advisors, 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 61,938 shares
    Change vs previous 13F -8,853 shares

    <0.01% of the 13F portfolio, value $718,481.

    13F-HR 0001599900-25-000004 filed by Sequoia Financial Advisors, 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/A 70,791 shares
    Change vs previous 13F -9,713 shares

    0.01% of the 13F portfolio, value $787,904.

    13F-HR 0001085146-25-004180 filed by Sequoia Financial Advisors, 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/A 80,504 shares
    Change vs previous 13F -6,090 shares

    0.01% of the 13F portfolio, value $903,259.

    13F-HR 0001085146-25-002275 filed by Sequoia Financial Advisors, 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/A 86,594 shares
    Change vs previous 13F +2,399 shares

    0.01% of the 13F portfolio, value $998,426.

    13F-HR/A 0001085146-25-004759 filed by Sequoia Financial Advisors, 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 84,195 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,039,808.

    13F-HR 0001085146-24-005038 filed by Sequoia Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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