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Disclosery

Wambolt & Associates, LLC: PGR position timeline

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

Wambolt & Associates, LLC held 15,816 PGR shares at 2025-06-30 per its 13F-HR filed 2025-08-13.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 15,816 shares
    Change vs previous 13F -885 shares

    1.41% of the 13F portfolio, value $4,180,350.

    13F-HR 0001755723-25-000003 filed by Wambolt & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 16,701 shares
    Change vs previous 13F +102 shares

    1.61% of the 13F portfolio, value $4,747,825.

    13F-HR 0001755723-25-000002 filed by Wambolt & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 16,599 shares
    Change vs previous 13F -3,823 shares

    1.27% of the 13F portfolio, value $3,977,318.

    13F-HR 0001755723-25-000001 filed by Wambolt & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 20,422 shares
    Change vs previous 13F +1,303 shares

    1.42% of the 13F portfolio, value $5,192,737.

    13F-HR 0001755723-24-000001 filed by Wambolt & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 19,119 shares
    Change vs previous 13F +1,901 shares

    1.16% of the 13F portfolio, value $4,004,687.

    13F-HR 0001085146-24-003550 filed by Wambolt & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 17,218 shares
    Change vs previous 13F +5,669 shares

    1.08% of the 13F portfolio, value $3,614,938.

    13F-HR 0001085146-24-002145 filed by Wambolt & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-12-31
    13F 11,549 shares
    Change vs previous 13F +3,360 shares

    0.6% of the 13F portfolio, value $1,839,525.

    13F-HR 0001085146-24-000826 filed by Wambolt & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-09-30
    13F 8,189 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $1,138,025.

    13F-HR 0001085146-23-004132 filed by Wambolt & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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