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Advyzon Investment Management, LLC: PG position timeline

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

Advyzon Investment Management, LLC held 19,810 PG shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 19,810 shares
    Change vs previous 13F +523 shares

    0.21% of the 13F portfolio, value $2,904,860.

    13F-HR 0001986152-26-000152 filed by Advyzon Investment 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 19,287 shares
    Change vs previous 13F +2,113 shares

    0.25% of the 13F portfolio, value $2,785,748.

    13F-HR 0001986152-26-000082 filed by Advyzon Investment 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 17,174 shares
    Change vs previous 13F +6,132 shares

    0.29% of the 13F portfolio, value $2,461,125.

    13F-HR 0001986152-26-000037 filed by Advyzon Investment 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 11,042 shares
    Change vs previous 13F +1,319 shares

    0.29% of the 13F portfolio, value $1,696,598.

    13F-HR 0002011872-25-000008 filed by Advyzon Investment 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 9,723 shares
    Change vs previous 13F +3,041 shares

    0.34% of the 13F portfolio, value $1,549,108.

    13F-HR 0002011872-25-000007 filed by Advyzon Investment 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 6,682 shares
    Change vs previous 13F +110 shares

    0.4% of the 13F portfolio, value $1,138,715.

    13F-HR 0002011872-25-000004 filed by Advyzon Investment 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 6,572 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $1,101,728.

    13F-HR 0002011872-25-000001 filed by Advyzon Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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