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Wealth Advisory Solutions, LLC: PGX position timeline

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

Wealth Advisory Solutions, LLC held 118,381 PGX shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 118,381 shares
    Change vs previous 13F +15,419 shares

    0.26% of the 13F portfolio, value $1,283,250.

    13F-HR 0001834802-26-000004 filed by Wealth Advisory Solutions, 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 102,962 shares
    Change vs previous 13F +11,639 shares

    0.25% of the 13F portfolio, value $1,120,227.

    13F-HR 0001834802-26-000003 filed by Wealth Advisory Solutions, 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 91,323 shares
    Change vs previous 13F +10,701 shares

    0.24% of the 13F portfolio, value $1,026,471.

    13F-HR 0001834802-26-000002 filed by Wealth Advisory Solutions, 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 80,622 shares
    Change vs previous 13F +9,014 shares

    0.23% of the 13F portfolio, value $935,215.

    13F-HR 0001834802-25-000006 filed by Wealth Advisory Solutions, 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 71,608 shares
    Change vs previous 13F +14,453 shares

    0.2% of the 13F portfolio, value $796,997.

    13F-HR 0001834802-25-000002 filed by Wealth Advisory Solutions, 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 57,155 shares
    Change vs previous 13F +5,130 shares

    0.17% of the 13F portfolio, value $641,279.

    13F-HR 0001834802-25-000001 filed by Wealth Advisory Solutions, 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 52,025 shares
    Change vs previous 13F -549 shares

    0.17% of the 13F portfolio, value $599,848.

    13F-HR 0001835669-25-000002 filed by Wealth Advisory Solutions, 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 52,574 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $649,289.

    13F-HR 0001835669-24-000008 filed by Wealth Advisory Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

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