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Disclosery

CWM, LLC: PGX position timeline

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

CWM, LLC held 26,783 PGX shares at 2026-03-31 per its 13F-HR filed 2026-05-14.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 26,783 shares
    Change vs previous 13F +10,685 shares

    <0.01% of the 13F portfolio, value $291,404.

    13F-HR 0001580642-26-003177 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 16,098 shares
    Change vs previous 13F +5 shares

    <0.01% of the 13F portfolio, value $181,000.

    13F-HR 0001580642-26-000404 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 16,093 shares
    Change vs previous 13F -20,739 shares

    <0.01% of the 13F portfolio, value $187,000.

    13F-HR 0001580642-25-006592 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 36,832 shares
    Change vs previous 13F +5,356 shares

    <0.01% of the 13F portfolio, value $410,000.

    13F-HR 0001580642-25-004473 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 31,476 shares
    Change vs previous 13F -418 shares

    <0.01% of the 13F portfolio, value $353,000.

    13F-HR 0001580642-25-002731 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 31,894 shares
    Change vs previous 13F +735 shares

    <0.01% of the 13F portfolio, value $368,000.

    13F-HR 0001580642-25-000735 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 31,159 shares
    Change vs previous 13F -880 shares

    <0.01% of the 13F portfolio, value $385,000.

    13F-HR 0001580642-24-006078 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 32,039 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $370,000.

    13F-HR 0001580642-24-003600 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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