Position in PEGA
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$5,304
-$2,229 QoQ
Shares Held
177
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#369
of 434 holders
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PEGA Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Wiser Advisor Group LLC holds $58,652 across 5 Software - Application names. PEGA ranks #3 (9.0% of the industry book) .
All Filings in PEGA
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,304 | 177 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $7,533 | 177 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $1,552 | 26 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $1,495 | 26 | Shares | Sole | 2025-11-14 | |
| 2025-03-31 | $903 | 13 | Shares | Sole | 2025-05-14 | |
| No filing history on record for this holder in this stock. | ||||||