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Livermore
Livermore
ZHEN

Bernardo Wealth Planning LLC

SEC CIK
0001765595
Latest filing
Jul 27, 2026

PGR holding history

Progressive Corp in every 13F filed by Bernardo Wealth Planning 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 Q2 2026 holdings

Shares (Q2 2026)
2,105
Value
$459.9K
% of portfolio
0.1%
Quarters held
18
Since Q1 2022
Holdings of PGR by Bernardo Wealth Planning LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,105$459.9K0.1%+160+8.2%AddedHolders
Q1 20261,945$385.6K0.1%+41+2.2%AddedHolders
Q4 20251,904$433.6K0.1%−23−1.2%ReducedHolders
Q3 20251,927$475.9K0.1%+13+0.7%AddedHolders
Q2 20251,914$511.0K0.1%+17+0.9%AddedHolders
Q1 20251,897$537.0K0.1%+25+1.3%AddedHolders
Q4 20241,872$441.1K0.1%+7+0.4%AddedHolders
Q3 20241,865$469.0K0.1%+1+0.1%AddedHolders
Q2 20241,864$387.1K0.1%+1+0.1%AddedHolders
Q1 20241,863$385.3K0.1%+1+0.1%AddedHolders
Q4 20231,862$296.5K0.1%+26+1.4%AddedHolders
Q3 20231,836$255.7K0.1%+2+0.1%AddedHolders
Q2 20231,834$242.8K0.1%+2+0.1%AddedHolders
Q1 20231,832$262.2K0.1%+1+0.1%AddedHolders
Q4 20221,831$237.5K0.1%00.0%UnchangedHolders
Q3 20221,831$224.0K0.1%+3+0.2%AddedHolders
Q2 20221,828$212.0K0.1%+2+0.1%AddedHolders
Q1 20221,826$208.0K0.1%+1,826NewHolders