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Focus Partners Wealth: PGR position timeline

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

Focus Partners Wealth held 86,714 PGR shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 86,714 shares
    Change vs previous 13F -9,747 shares

    0.02% of the 13F portfolio, value $18,942,775.

    13F-HR 0001542153-26-000019 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 81,743 shares
    • Focus Partners Advisor Solutions, LLC: 4,971 shares

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

  2. period ended2026-03-31
    13F 96,461 shares
    Change vs previous 13F -18,833 shares

    0.02% of the 13F portfolio, value $19,131,170.

    13F-HR 0001542153-26-000015 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 88,756 shares
    • Focus Partners Advisor Solutions, LLC: 7,705 shares

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

  3. period ended2025-12-31
    13F 115,294 shares
    Change vs previous 13F -10,680 shares

    0.03% of the 13F portfolio, value $26,254,643.

    13F-HR 0001542153-26-000005 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 105,821 shares
    • Focus Partners Advisor Solutions, LLC: 9,473 shares

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

  4. period ended2025-09-30
    13F 125,974 shares
    Change vs previous 13F +6,311 shares

    0.04% of the 13F portfolio, value $30,971,222.

    13F-HR 0001542153-25-000006 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 119,963 shares
    • Focus Partners Advisor Solutions, LLC: 6,011 shares

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

  5. period ended2025-06-30
    13F 119,663 shares
    Change vs previous 13F +2,568 shares

    0.06% of the 13F portfolio, value $31,931,333.

    13F-HR 0001085146-25-005236 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 115,302 shares
    • Focus Partners Advisor Solutions, LLC: 4,361 shares

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

  6. period ended2025-03-31
    13F/A 117,095 shares
    Change vs previous 13F +1,182 shares

    0.07% of the 13F portfolio, value $33,139,340.

    13F-HR/A 0001085146-25-003391 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 112,351 shares
    • Focus Partners Advisor Solutions, LLC: 4,744 shares

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

  7. period ended2024-12-31
    13F/A 115,913 shares
    Change vs previous 13F +7,109 shares

    0.06% of the 13F portfolio, value $27,774,078.

    13F-HR/A 0001085146-25-003414 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 112,631 shares
    • Focus Partners Advisor Solutions, LLC: 3,282 shares

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

  8. period ended2024-09-30
    13F 108,804 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $27,610,039.

    13F-HR 0001542153-24-000013 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 105,096 shares
    • Focus Partners Advisor Solutions, LLC: 3,708 shares

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