9258 Wealth Management, LLC: PG position timeline

9258 Wealth Management, LLC held 120,638 PG shares at 2024-09-30 per its 13F-HR filed 2024-11-12.

the latest 13F is the newest step

1. period ended2024-09-30

   13F 120,638 shares

   Change vs previous 13F -1,985 shares

   3.09% of the 13F portfolio, value $20,894,455.

   13F-HR 0001765380-24-000439 filed by 9258 Wealth Management, LLC
   Filed 2024-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2024-06-30

   13F 122,623 shares

   Change vs previous 13F -1,434 shares

   3.11% of the 13F portfolio, value $20,222,924.

   13F-HR 0001765380-24-000258 filed by 9258 Wealth Management, LLC
   Filed 2024-08-02 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2024-03-31

   13F 124,057 shares

   Change vs previous 13F -1,173 shares

   3.13% of the 13F portfolio, value $20,128,268.

   13F-HR 0001765380-24-000182 filed by 9258 Wealth Management, LLC
   Filed 2024-05-03 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2023-12-31

   13F/A 125,230 shares

   Change vs previous 13F -2,331 shares

   3.23% of the 13F portfolio, value $18,351,246.

   13F-HR/A 0001765380-24-000083 filed by 9258 Wealth Management, LLC
   Filed 2024-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:29:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2023-09-30

   13F 127,561 shares

   Change vs previous 13F -3,920 shares

   3.62% of the 13F portfolio, value $18,606,000.

   13F-HR 0001765380-23-000219 filed by 9258 Wealth Management, LLC
   Filed 2023-11-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:30:40 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2023-06-30

   13F 131,481 shares

   Change vs previous 13F -67 shares

   3.75% of the 13F portfolio, value $19,950,990.

   13F-HR 0001765380-23-000157 filed by 9258 Wealth Management, LLC
   Filed 2023-08-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:31:37 UTC

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2023-03-31

   13F 131,548 shares

   Change vs previous 13F +6,420 shares

   3.95% of the 13F portfolio, value $19,559,833.

   13F-HR 0001765380-23-000081 filed by 9258 Wealth Management, LLC
   Filed 2023-05-03 (acceptance time not in the bulk data set), ingested 2026-10-07 18:32:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

8. period ended2022-12-31

   13F 125,128 shares

   Change vs previous 13F not available

   4.1% of the 13F portfolio, value $18,964,407.

   13F-HR 0001765380-23-000003 filed by 9258 Wealth Management, LLC
   Filed 2023-02-03 (acceptance time not in the bulk data set), ingested 2026-10-07 18:33:21 UTC

   Acceptance time not in the bulk data set (spec §4.2).