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EverSource Wealth Advisors, LLC: PGR position timeline

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

EverSource Wealth Advisors, LLC held 66,007 PGR shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 66,007 shares
    Change vs previous 13F -2,126 shares

    0.49% of the 13F portfolio, value $14,419,151.

    13F-HR 0001710537-26-000007 filed by EverSource Wealth 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/A 68,133 shares
    Change vs previous 13F +316 shares

    0.41% of the 13F portfolio, value $13,506,656.

    13F-HR/A 0001710537-26-000006 filed by EverSource Wealth 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 67,817 shares
    Change vs previous 13F -265 shares

    0.57% of the 13F portfolio, value $15,443,288.

    13F-HR 0001710537-26-000001 filed by EverSource Wealth 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 68,082 shares
    Change vs previous 13F +1,321 shares

    0.67% of the 13F portfolio, value $16,812,944.

    13F-HR 0001710537-25-000009 filed by EverSource Wealth 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 66,761 shares
    Change vs previous 13F +691 shares

    0.81% of the 13F portfolio, value $17,815,884.

    13F-HR 0001710537-25-000006 filed by EverSource Wealth 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 66,070 shares
    Change vs previous 13F +1,036 shares

    1.03% of the 13F portfolio, value $18,698,506.

    13F-HR 0001710537-25-000003 filed by EverSource Wealth 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 65,034 shares
    Change vs previous 13F +533 shares

    0.88% of the 13F portfolio, value $15,582,888.

    13F-HR 0001710537-25-000001 filed by EverSource Wealth 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 64,501 shares
    Change vs previous 13F not available

    1.04% of the 13F portfolio, value $16,367,833.

    13F-HR 0001710537-24-000010 filed by EverSource Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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