ATWOOD & PALMER INC PRG β€” PROG HOLDINGS INC

Ownership history in ATWOOD & PALMER INC  Β·  4 quarters on record

AI Ownership Summary

ATWOOD & PALMER INC reported PROG HOLDINGS INC (PRG) in 4 quarterly 13F filings from 2025 Q3 through 2026 Q2. The latest visible filing shows PRG at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this PRG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was ATWOOD & PALMER INC's position in PROG HOLDINGS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

PRG was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How ATWOOD & PALMER INC held PRG β€” position size vs. price
% of Fund (quarterly)    PRG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED β€” β€” β€” β€” β€” β€” 0.00% $11 2026-07-08 $43.26
2026 Q1 UNCHANGED β€” β€” β€” β€” β€” β€” 0.00% $7 2026-04-15 $30.00
2025 Q4 UNCHANGED β€” β€” β€” β€” β€” β€” 0.00% $7 2026-01-28 $32.20
2025 Q3 INITIATED β€” β€” β€” β€” β€” β€” 0.00% $7 2025-10-15 $31.24

FAQ About ATWOOD & PALMER INC and PRG

These are the practical questions this page is built to answer before you even open the full history table.

How long has ATWOOD & PALMER INC reported owning PRG?

ATWOOD & PALMER INC reported PRG across 4 quarterly 13F filings, from 2025 Q3 through 2026 Q2.

What was the largest reported PRG position in ATWOOD & PALMER INC's portfolio?

The largest reported portfolio weight for PRG was 0.00% in 2026 Q2.

What is the latest reported PRG position on this page?

The latest section of the table and chart shows the most recent reported PRG position for ATWOOD & PALMER INC.

What does the chart on this PRG ownership page compare?

The chart compares ATWOOD & PALMER INC's quarterly PRG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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