Diversify Wealth Management, LLC
- SEC CIK
- 0002030780
- Latest filing
- Jul 29, 2026
PGR holding history
Progressive Corp in every 13F filed by Diversify Wealth Management, 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)
- 10,192
- Value
- $2.20M
- % of portfolio
- <0.1%
- Quarters held
- 8
- Since Q3 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 10,192 | $2.20M | <0.1% | +1,174+13.0% | Added | Holders |
| Q1 2026 | 9,018 | $1.81M | <0.1% | +7,315+429.5% | Added | Holders |
| Q4 2025 | 1,703 | $349.2K | <0.1% | −14,639−89.6% | Reduced | Holders |
| Q3 2025 | 16,342 | $3.33M | 0.2% | +1,196+7.9% | Added | Holders |
| Q2 2025 | 15,146 | $3.68M | 0.2% | +1,622+12.0% | Added | Holders |
| Q1 2025 | 13,524 | $3.74M | 0.3% | +12+0.1% | Added | Holders |
| Q4 2024 | 13,512 | $3.18M | 0.2% | +364+2.8% | Added | Holders |
| Q3 2024 | 13,148 | $3.25M | 0.3% | +13,148 | New | Holders |