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Wealthspire Advisors, LLC: PGX position timeline

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

Wealthspire Advisors, LLC held 38,867 PGX 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 38,867 shares
    Change vs previous 13F +21,551 shares

    <0.01% of the 13F portfolio, value $421,314.

    13F-HR 0001646247-26-000005 filed by Wealthspire Advisors, 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 17,316 shares
    Change vs previous 13F -514 shares

    <0.01% of the 13F portfolio, value $188,397.

    13F-HR 0001646247-26-000003 filed by Wealthspire Advisors, 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 17,830 shares
    Change vs previous 13F -21,950 shares

    <0.01% of the 13F portfolio, value $200,412.

    13F-HR 0001646247-26-000001 filed by Wealthspire Advisors, 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 39,780 shares
    Change vs previous 13F -8,756 shares

    <0.01% of the 13F portfolio, value $461,448.

    13F-HR 0001646247-25-000006 filed by Wealthspire Advisors, 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 48,536 shares
    Change vs previous 13F -6,538 shares

    <0.01% of the 13F portfolio, value $540,206.

    13F-HR 0001646247-25-000005 filed by Wealthspire Advisors, 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 55,074 shares
    Change vs previous 13F -24,816 shares

    <0.01% of the 13F portfolio, value $617,931.

    13F-HR 0001646247-25-000004 filed by Wealthspire Advisors, 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 79,890 shares
    Change vs previous 13F -37,905 shares

    0.01% of the 13F portfolio, value $921,132.

    13F-HR 0001646247-25-000001 filed by Wealthspire Advisors, 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 117,795 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,454,769.

    13F-HR 0001646247-24-000004 filed by Wealthspire Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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