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Accurate Wealth Management, LLC: PG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Accurate Wealth Management, LLC on PG, newest first. How the timeline and the estimate are built.

Accurate Wealth Management, LLC held 188,336 PG shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 188,336 shares
    Change vs previous 13F +97,967 shares

    2.64% of the 13F portfolio, value $27,692,755.

    13F-HR 0001754960-26-000528 filed by Accurate Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 90,369 shares
    Change vs previous 13F +1,657 shares

    1.58% of the 13F portfolio, value $13,119,409.

    13F-HR 0001754960-26-000311 filed by Accurate Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 88,712 shares
    Change vs previous 13F +5,631 shares

    1.6% of the 13F portfolio, value $12,585,518.

    13F-HR 0001754960-26-000054 filed by Accurate Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 83,081 shares
    Change vs previous 13F +640 shares

    1.65% of the 13F portfolio, value $12,391,916.

    13F-HR 0001754960-25-000687 filed by Accurate Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 82,441 shares
    Change vs previous 13F +1,763 shares

    2% of the 13F portfolio, value $13,065,840.

    13F-HR 0001754960-25-000384 filed by Accurate Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 80,678 shares
    Change vs previous 13F +53,758 shares

    2.57% of the 13F portfolio, value $13,465,024.

    13F-HR 0001754960-25-000190 filed by Accurate Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 26,920 shares
    Change vs previous 13F +455 shares

    0.82% of the 13F portfolio, value $4,269,348.

    13F-HR 0001754960-25-000019 filed by Accurate Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 26,465 shares
    Change vs previous 13F not available

    0.92% of the 13F portfolio, value $4,593,233.

    13F-HR 0001754960-24-000509 filed by Accurate Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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