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Disclosery

VIAWEALTH, LLC: PGR position timeline

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

VIAWEALTH, LLC held 3,969 PGR shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,969 shares
    Change vs previous 13F +56 shares

    0.44% of the 13F portfolio, value $866,968.

    13F-HR 0001965401-26-000007 filed by VIAWEALTH, 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 3,913 shares
    Change vs previous 13F -30 shares

    0.43% of the 13F portfolio, value $775,651.

    13F-HR 0001965401-26-000004 filed by VIAWEALTH, 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 3,943 shares
    Change vs previous 13F -279 shares

    0.5% of the 13F portfolio, value $897,820.

    13F-HR 0001965401-26-000002 filed by VIAWEALTH, 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 4,222 shares
    Change vs previous 13F +179 shares

    0.57% of the 13F portfolio, value $1,042,522.

    13F-HR 0001965401-25-000005 filed by VIAWEALTH, 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 4,043 shares
    Change vs previous 13F -196 shares

    0.64% of the 13F portfolio, value $1,078,806.

    13F-HR 0001085146-25-004916 filed by VIAWEALTH, 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 4,239 shares
    Change vs previous 13F -57 shares

    0.74% of the 13F portfolio, value $1,199,564.

    13F-HR 0001085146-25-002728 filed by VIAWEALTH, 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 4,296 shares
    Change vs previous 13F 0 shares

    0.62% of the 13F portfolio, value $1,029,338.

    13F-HR 0001085146-25-000980 filed by VIAWEALTH, 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 4,296 shares
    Change vs previous 13F not available

    0.64% of the 13F portfolio, value $1,090,124.

    13F-HR 0001085146-24-005569 filed by VIAWEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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