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Disclosery

Stone Summit Wealth LLC: PGX position timeline

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

Stone Summit Wealth LLC held 18,899 PGX shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,899 shares
    Change vs previous 13F -3,800 shares

    0.05% of the 13F portfolio, value $204,865.

    13F-HR 0001754960-26-000614 filed by Stone Summit Wealth 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 22,699 shares
    Change vs previous 13F -2,300 shares

    0.07% of the 13F portfolio, value $246,965.

    13F-HR 0002085853-26-000460 filed by Stone Summit Wealth 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 24,999 shares
    Change vs previous 13F -6,051 shares

    0.08% of the 13F portfolio, value $280,989.

    13F-HR 0002085853-26-000102 filed by Stone Summit Wealth 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 31,050 shares
    Change vs previous 13F -19,650 shares

    0.1% of the 13F portfolio, value $360,180.

    13F-HR 0002085853-25-000137 filed by Stone Summit Wealth 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 50,700 shares
    Change vs previous 13F +2,950 shares

    0.17% of the 13F portfolio, value $564,291.

    13F-HR 0001667731-25-000854 filed by Stone Summit Wealth 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 47,750 shares
    Change vs previous 13F +26,500 shares

    0.18% of the 13F portfolio, value $535,755.

    13F-HR 0001667731-25-000518 filed by Stone Summit Wealth 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 21,250 shares
    Change vs previous 13F -1,400 shares

    0.08% of the 13F portfolio, value $245,013.

    13F-HR 0001667731-25-000149 filed by Stone Summit Wealth 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 22,650 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $279,728.

    13F-HR 0001908192-24-000004 filed by Stone Summit Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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