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Kestra Advisory Services, LLC: PGX position timeline

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

Kestra Advisory Services, LLC held 220,594 PGX shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 220,594 shares
    Change vs previous 13F -105,004 shares

    0.01% of the 13F portfolio, value $2,391,235.

    13F-HR 0001830819-26-000007 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 21,836 shares
    • Kestra Advisory Services, LLC: 198,758 shares

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

  2. period ended2026-03-31
    13F 325,598 shares
    Change vs previous 13F +126,927 shares

    0.01% of the 13F portfolio, value $3,542,501.

    13F-HR 0001830819-26-000004 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 21,295 shares
    • Kestra Advisory Services, LLC: 304,303 shares

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

  3. period ended2025-12-31
    13F 198,671 shares
    Change vs previous 13F -30,536 shares

    0.01% of the 13F portfolio, value $2,233,063.

    13F-HR 0001830819-26-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 21,412 shares
    • Kestra Advisory Services, LLC: 177,259 shares

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

  4. period ended2025-09-30
    13F 229,207 shares
    Change vs previous 13F -197,970 shares

    0.01% of the 13F portfolio, value $2,658,807.

    13F-HR 0001830819-25-000013 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 22,236 shares
    • Kestra Advisory Services, LLC: 206,971 shares

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

  5. period ended2025-06-30
    13F 427,177 shares
    Change vs previous 13F +176,844 shares

    0.02% of the 13F portfolio, value $4,754,474.

    13F-HR 0001830819-25-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 22,301 shares
    • Kestra Advisory Services, LLC: 404,876 shares

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

  6. period ended2025-03-31
    13F 250,333 shares
    Change vs previous 13F -228,873 shares

    0.01% of the 13F portfolio, value $2,808,736.

    13F-HR 0001830819-25-000006 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 22,888 shares
    • Kestra Advisory Services, LLC: 227,445 shares

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

  7. period ended2024-12-31
    13F 479,206 shares
    Change vs previous 13F +203,623 shares

    0.02% of the 13F portfolio, value $5,525,245.

    13F-HR 0001830819-25-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 24,762 shares
    • Kestra Advisory Services, LLC: 454,444 shares

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

  8. period ended2024-09-30
    13F 275,583 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $3,403,445.

    13F-HR 0001830819-24-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 24,642 shares
    • Kestra Advisory Services, LLC: 250,941 shares

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