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Pinnacle Wealth Planning Services, Inc. → PRGS
Pinnacle Wealth Planning Services, Inc. PRGS Position History
Progress Software Corporation • Technology
Quarters held
4
Latest value
$236K
Q3 2026
Peak value
$236K
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $61K |
| Q1 2026 | $10K |
| Q2 2026 | $30K |
| Q3 2026 | $236K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $236K | 5.9K | — | — |
| Q2 2026 | $30K | 892 | — | — |
| Q1 2026 | $10K | 407 | — | — |
| Q4 2025 | $61K | 1.4K | — | — |
Other funds holding PRGS
$897.8M
$364.5M
$295.4M
$289.8M
$285.8M
$278.5M
$235.3M
$228.8M