Position in PGNY
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$2,883
+$1,185 QoQ
Shares Held
100
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#278
of 309 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PGNY Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026MB, LEVIS & ASSOCIATES, LLC holds $164,091 across 4 Healthcare Plans names. PGNY ranks #3 (1.8% of the industry book) .
All Filings in PGNY
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,883 | 100 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $1,698 | 100 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $2,568 | 100 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $2,152 | 100 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $2,200 | 100 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $2,234 | 100 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $1,725 | 100 | Shares | Sole | 2025-05-07 | |
| 2024-09-30 | $1,676 | 100 | Shares | Sole | 2025-05-07 | |
| No filing history on record for this holder in this stock. | ||||||