Steward Partners Investment Advisory, LLC: PGR position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Steward Partners Investment Advisory, LLC on PGR, newest first. How the timeline and the estimate are built.
Steward Partners Investment Advisory, LLC held 33,131 PGR shares at 2026-06-30 per its 13F-HR filed 2026-08-13.
the latest 13F is the newest step
- period ended2026-06-3013F 33,131 sharesChange vs previous 13F -4,740 shares
0.04% of the 13F portfolio, value $7,237,379.
13F-HR 0001723397-26-000005 filed by Steward Partners Investment Advisory, 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 37,871 sharesChange vs previous 13F +19,769 shares
0.04% of the 13F portfolio, value $7,507,596.
13F-HR 0001723397-26-000003 filed by Steward Partners Investment Advisory, 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 18,102 sharesChange vs previous 13F -10,039 shares
0.02% of the 13F portfolio, value $4,122,143.
13F-HR 0001723397-26-000001 filed by Steward Partners Investment Advisory, 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 28,141 sharesChange vs previous 13F -1,197 shares
0.04% of the 13F portfolio, value $6,949,342.
13F-HR 0001723397-25-000009 filed by Steward Partners Investment Advisory, 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 29,338 sharesChange vs previous 13F -1,191 shares
0.06% of the 13F portfolio, value $7,829,011.
13F-HR 0001723397-25-000005 filed by Steward Partners Investment Advisory, 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 30,529 sharesChange vs previous 13F +12,793 shares
0.08% of the 13F portfolio, value $8,639,809.
13F-HR 0001723397-25-000004 filed by Steward Partners Investment Advisory, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 17,736 sharesChange vs previous 13F +2,593 shares
0.04% of the 13F portfolio, value $4,249,797.
13F-HR 0001723397-25-000001 filed by Steward Partners Investment Advisory, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 15,143 sharesChange vs previous 13F not available
0.04% of the 13F portfolio, value $3,842,601.
13F-HR 0001723397-24-000008 filed by Steward Partners Investment Advisory, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).