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Transform Wealth, LLC

SEC CIK
0001682266
Latest filing
Apr 15, 2025

PGR holding history

Progressive Corp in every 13F filed by Transform Wealth, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

PGR overviewAll 13F holders of PGRFull Q1 2025 holdings

Shares (Q1 2025)
27,298
Value
$7.73M
% of portfolio
0.5%
Quarters held
2
Since Q4 2024
Holdings of PGR by Transform Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 202527,298$7.73M0.5%+3,094+12.8%AddedHolders
Q4 202424,204$5.80M0.3%+24,204NewHolders