SOA Wealth Advisors, LLC.: PGR position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SOA Wealth Advisors, LLC. on PGR, newest first. How the timeline and the estimate are built.
SOA Wealth Advisors, LLC. held 2,802 PGR shares at 2026-06-30 per its 13F-HR filed 2026-07-21.
the latest 13F is the newest step
- period ended2026-06-3013F 2,802 sharesChange vs previous 13F -10,736 shares
0.01% of the 13F portfolio, value $32,522.
13F-HR 0001376474-26-000503 filed by SOA Wealth Advisors, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 13,538 sharesChange vs previous 13F -67 shares
0.01% of the 13F portfolio, value $71,857.
13F-HR 0001376474-26-000388 filed by SOA Wealth Advisors, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 13,605 sharesChange vs previous 13F -18 shares
0.02% of the 13F portfolio, value $95,923.
13F-HR 0001376474-26-000055 filed by SOA Wealth Advisors, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 13,623 sharesChange vs previous 13F -169 shares
0.02% of the 13F portfolio, value $107,338.
13F-HR 0001376474-25-000852 filed by SOA Wealth Advisors, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 13,792 sharesChange vs previous 13F +2,021 shares
0.03% of the 13F portfolio, value $160,017.
13F-HR 0001376474-25-000638 filed by SOA Wealth Advisors, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 11,771 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $50,970.
13F-HR 0001376474-25-000332 filed by SOA Wealth Advisors, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).