Skip to content
Disclosery

Diversify Advisory Services, LLC: PGR position timeline

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

Diversify Advisory Services, LLC held 20,384 PGR shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,384 shares
    Change vs previous 13F +11,366 shares

    0.04% of the 13F portfolio, value $4,397,856.

    13F-HR 0002021232-26-000005 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 10,192 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 10,192 shares

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

  2. period ended2026-03-31
    13F 9,018 shares
    Change vs previous 13F +119 shares

    0.03% of the 13F portfolio, value $1,809,514.

    13F-HR 0002030780-26-000002 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 0 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 9,018 shares

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

  3. period ended2025-12-31
    13F 8,899 shares
    Change vs previous 13F -11,481 shares

    0.03% of the 13F portfolio, value $1,805,475.

    13F-HR 0002021232-26-000001 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 7,196 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 1,703 shares

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

  4. period ended2025-09-30
    13F 20,380 shares
    Change vs previous 13F +4,316 shares

    0.09% of the 13F portfolio, value $4,151,263.

    13F-HR 0002030780-25-000005 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 4,038 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 16,342 shares

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

  5. period ended2025-06-30
    13F 16,064 shares
    Change vs previous 13F +1,633 shares

    0.09% of the 13F portfolio, value $3,904,203.

    13F-HR 0001085146-25-005227 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 918 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 15,146 shares

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

  6. period ended2025-03-31
    13F 14,431 shares
    Change vs previous 13F -5 shares

    0.14% of the 13F portfolio, value $3,987,451.

    13F-HR 0001085146-25-002517 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 907 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 13,524 shares

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

  7. period ended2024-12-31
    13F 14,436 shares
    Change vs previous 13F +340 shares

    0.11% of the 13F portfolio, value $3,401,319.

    13F-HR 0001085146-25-000249 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 924 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 13,512 shares

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

  8. period ended2024-09-30
    13F 14,096 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $3,486,258.

    13F-HR 0001085146-24-005172 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 948 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 13,148 shares

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