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Steward Partners Investment Advisory, LLC: PGX position timeline

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

Steward Partners Investment Advisory, LLC held 140,182 PGX shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 140,182 shares
    Change vs previous 13F -84,720 shares

    0.01% of the 13F portfolio, value $1,519,572.

    13F-HR 0001723397-26-000005 filed by Steward Partners Investment Advisory, 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 224,902 shares
    Change vs previous 13F +1,196 shares

    0.01% of the 13F portfolio, value $2,446,938.

    13F-HR 0001723397-26-000003 filed by Steward Partners Investment Advisory, 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 223,706 shares
    Change vs previous 13F +31,730 shares

    0.01% of the 13F portfolio, value $2,514,445.

    13F-HR 0001723397-26-000001 filed by Steward Partners Investment Advisory, 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 191,976 shares
    Change vs previous 13F +3,276 shares

    0.01% of the 13F portfolio, value $2,226,913.

    13F-HR 0001723397-25-000009 filed by Steward Partners Investment Advisory, 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 188,700 shares
    Change vs previous 13F -333,610 shares

    0.02% of the 13F portfolio, value $2,100,235.

    13F-HR 0001723397-25-000005 filed by Steward Partners Investment Advisory, 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 522,310 shares
    Change vs previous 13F +10,097 shares

    0.05% of the 13F portfolio, value $5,860,322.

    13F-HR 0001723397-25-000004 filed by Steward Partners Investment Advisory, 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 512,213 shares
    Change vs previous 13F +119,702 shares

    0.05% of the 13F portfolio, value $5,905,821.

    13F-HR 0001723397-25-000001 filed by Steward Partners Investment Advisory, 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 392,511 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $4,847,505.

    13F-HR 0001723397-24-000008 filed by Steward Partners Investment Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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