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CARY STREET PARTNERS ASSET MANAGEMENT LLC: PGX position timeline

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

CARY STREET PARTNERS ASSET MANAGEMENT LLC held 932,608 PGX shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 932,608 shares
    Change vs previous 13F -86,864 shares

    0.22% of the 13F portfolio, value $10,109,471.

    13F-HR 0001475045-26-000004 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 932,608 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 0 shares

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

  2. period ended2026-03-31
    13F 1,019,472 shares
    Change vs previous 13F -48,429 shares

    0.25% of the 13F portfolio, value $11,091,851.

    13F-HR 0001475045-26-000003 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 1,017,472 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 2,000 shares

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

  3. period ended2025-12-31
    13F 1,067,901 shares
    Change vs previous 13F -27,793 shares

    0.27% of the 13F portfolio, value $12,003,203.

    13F-HR 0001475045-26-000001 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 1,065,901 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 2,000 shares

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

  4. period ended2025-09-30
    13F 1,095,694 shares
    Change vs previous 13F +58,203 shares

    0.31% of the 13F portfolio, value $12,710,054.

    13F-HR 0001475045-25-000010 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 1,092,414 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 3,280 shares

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

  5. period ended2025-06-30
    13F 1,037,491 shares
    Change vs previous 13F +911,001 shares

    0.31% of the 13F portfolio, value $11,547,278.

    13F-HR 0001475045-25-000006 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 1,034,211 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 3,280 shares

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

  6. period ended2025-03-31
    13F 126,490 shares
    Change vs previous 13F -9,250 shares

    0.04% of the 13F portfolio, value $1,419,218.

    13F-HR 0001475045-25-000004 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 123,210 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 3,280 shares

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

  7. period ended2024-12-31
    13F 135,740 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,565,082.

    13F-HR 0001475045-25-000001 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 132,460 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 3,280 shares

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