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Disclosery

AllGen Financial Advisors, Inc.: PG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AllGen Financial Advisors, Inc. on PG, newest first. How the timeline and the estimate are built.

AllGen Financial Advisors, Inc. held 0 PG shares at 2026-03-31 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -1,929 shares

    13F-HR 0002085853-26-000745 filed by AllGen Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F 1,929 shares
    Change vs previous 13F -3,359 shares

    0.07% of the 13F portfolio, value $276,432.

    13F-HR 0001705819-26-000011 filed by AllGen Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 5,288 shares
    Change vs previous 13F -5,375 shares

    0.2% of the 13F portfolio, value $812,556.

    13F-HR 0001705819-25-000070 filed by AllGen Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 10,663 shares
    Change vs previous 13F -11,816 shares

    0.46% of the 13F portfolio, value $1,698,782.

    13F-HR 0001705819-25-000055 filed by AllGen Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 22,479 shares
    Change vs previous 13F -74 shares

    1.13% of the 13F portfolio, value $3,830,811.

    13F-HR 0001705819-25-000033 filed by AllGen Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 22,553 shares
    Change vs previous 13F +427 shares

    1.27% of the 13F portfolio, value $3,781,088.

    13F-HR 0001705819-25-000022 filed by AllGen Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 22,126 shares
    Change vs previous 13F not available

    1.24% of the 13F portfolio, value $3,832,195.

    13F-HR 0001705819-24-000058 filed by AllGen Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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