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Disclosery

Advisor OS, LLC: PGR position timeline

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

Advisor OS, LLC held 1,611 PGR shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,611 shares
    Change vs previous 13F -88 shares

    0.02% of the 13F portfolio, value $351,991.

    13F-HR 0001085146-26-000561 filed by Advisor OS, 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 1,699 shares
    Change vs previous 13F -2,165 shares

    0.02% of the 13F portfolio, value $336,870.

    13F-HR 0001085146-26-000400 filed by Advisor OS, 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 3,864 shares
    Change vs previous 13F -491 shares

    0.07% of the 13F portfolio, value $879,801.

    13F-HR 0001085146-26-000144 filed by Advisor OS, 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 4,355 shares
    Change vs previous 13F -649 shares

    0.09% of the 13F portfolio, value $1,075,345.

    13F-HR 0001085146-25-005980 filed by Advisor OS, 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 5,004 shares
    Change vs previous 13F -166 shares

    0.13% of the 13F portfolio, value $1,335,491.

    13F-HR 0001085146-25-005152 filed by Advisor OS, 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 5,170 shares
    Change vs previous 13F -753 shares

    0.17% of the 13F portfolio, value $1,463,285.

    13F-HR 0001085146-25-002654 filed by Advisor OS, 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 5,923 shares
    Change vs previous 13F -690 shares

    0.16% of the 13F portfolio, value $1,419,305.

    13F-HR 0001085146-25-000780 filed by Advisor OS, 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 6,613 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $1,678,204.

    13F-HR 0001085146-24-005342 filed by Advisor OS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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